Summit Investment Advisory Services’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
Q3 | $2.34M | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $2.35M | Sell |
|
|||||
|
2024
Q4 | $2.23M | Sell |
|
|||||
|
2024
Q3 | $2.45M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $2.25M | Sell |
|
|||||
|
2023
Q4 | $2.12M | Sell |
|
|||||
|
2023
Q3 | $1.97M | Sell |
|
|||||
|
2023
Q2 | $2.24M | Sell |
|
|||||
|
2023
Q1 | $2.28M | Sell |
|
|||||
|
2022
Q4 | $2.32M | Buy |
|