Stratos Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Sell |
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|
2025
Q1 | $24.8M | Sell |
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|
2024
Q4 | $25M | Sell |
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|
2024
Q3 | $26.5M | Sell |
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|
2024
Q2 | $25.8M | Sell |
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|
2024
Q1 | $27.9M | Sell |
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|
2023
Q4 | $28.2M | Sell |
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|
2023
Q3 | $27.8M | Sell |
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|
2023
Q2 | $34.2M | Buy |
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|
2023
Q1 | $23.4M | Sell |
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|
2022
Q4 | $37.7M | Buy |
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|
2022
Q3 | $34.2M | Buy |
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|
2022
Q2 | $35.4M | Buy |
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|
2022
Q1 | $36.5M | Buy |
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|
2021
Q4 | $28.3M | Sell |
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|
2021
Q3 | $25.7M | Sell |
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|
2021
Q2 | $25.8M | Sell |
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|
2021
Q1 | $24.3M | Sell |
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|
2020
Q4 | $24.2M | Sell |
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|
2020
Q3 | $23.4M | Sell |
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|
2020
Q2 | $22.6M | Sell |
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|
2020
Q1 | $33.4M | Buy |
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|
2019
Q4 | $36M | Buy |
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|
2019
Q3 | $32.6M | Buy |
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|
2019
Q2 | $25.7M | Buy |
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|
2019
Q1 | $20.4M | Sell |
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|
2018
Q4 | $20.3M | Sell |
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|
2018
Q3 | $22.6M | Buy |
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|
2018
Q2 | $21M | Sell |
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|
2018
Q1 | $21.4M | Sell |
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|
2017
Q4 | $22.5M | Sell |
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|
2017
Q3 | $23.4M | Sell |
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|
2017
Q2 | $25.1M | Sell |
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|
2017
Q1 | $28M | Buy |
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|
2016
Q4 | $24.4M | Sell |
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|
2016
Q3 | $26.8M | Buy |
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|
2016
Q2 | $23.6M | Buy |
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|
2016
Q1 | $8.59M | Buy |
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|
2015
Q4 | $6.62M | Sell |
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|
2015
Q3 | $6.33M | Buy |
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|
2015
Q2 | $354K | Buy |
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|
2015
Q1 | $306K | Buy |
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