Tyler-Stone Wealth Management’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 | $9.48M | Sell |
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|
2025
Q1 | $9.8M | Sell |
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|
2024
Q4 | $9.47M | Sell |
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|
2024
Q3 | $9.83M | Buy |
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|
2024
Q2 | $4.66M | Sell |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.71M | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $4.76M | Buy |
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|
2022
Q4 | $5.27M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $5.2M | Sell |
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|
2022
Q1 | $5.94M | Sell |
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|
2021
Q4 | $6.31M | Buy |
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