SSC
Syverson Strege & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
34,935
+3,677
| +12% | +$345K | 0.77% | 17 |
|
|
2025
Q1 | $2.93M | Sell |
31,258
-142
| -0.5% | -$13.3K | 0.94% | 12 |
|
|
2024
Q4 | $2.79M | Sell |
31,400
-566
| -2% | -$50.3K | 0.93% | 12 |
|
|
2024
Q3 | $2.92M | Sell |
31,966
-6,426
| -17% | -$587K | 0.98% | 12 |
|
|
2024
Q2 | $3.22M | Sell |
38,392
-1,785
| -4% | -$150K | 1.1% | 11 |
|
|
2024
Q1 | $3.36M | Sell |
40,177
-322
| -0.8% | -$26.9K | 1.21% | 11 |
|
|
2023
Q4 | $3.16M | Sell |
40,499
-9,336
| -19% | -$728K | 1.23% | 11 |
|
|
2023
Q3 | $3.61M | Sell |
49,835
-4,275
| -8% | -$309K | 1.61% | 7 |
|
|
2023
Q2 | $4.02M | Sell |
54,110
-5,089
| -9% | -$378K | 1.72% | 7 |
|
|
2023
Q1 | $4.31M | Sell |
59,199
-2,838
| -5% | -$206K | 1.84% | 8 |
|
|
2022
Q4 | $4.47M | Sell |
62,037
-12,261
| -17% | -$884K | 2.03% | 8 |
|
|
2022
Q3 | $4.91M | Sell |
74,298
-2,761
| -4% | -$182K | 2.49% | 6 |
|
|
2022
Q2 | $5.41M | Sell |
77,059
-148,898
| -66% | -$10.5M | 1.99% | 11 |
|
|
2022
Q1 | $17.5M | Sell |
225,957
-2,736
| -1% | -$212K | 19.06% | 1 |
|
|
2021
Q4 | $18.5M | Sell |
228,693
-6,152
| -3% | -$498K | 13.71% | 2 |
|
|
2021
Q3 | $17.3M | Sell |
234,845
-4,681
| -2% | -$344K | 13.75% | 2 |
|
|
2021
Q2 | $17.6M | Sell |
239,526
-1,448
| -0.6% | -$107K | 15.69% | 1 |
|
|
2021
Q1 | $16.7M | Sell |
240,974
-158,646
| -40% | -$11M | 17.33% | 2 |
|
|
2020
Q4 | $27.1M | Buy |
+399,620
| New | +$27.1M | 25.89% | 1 |
|