Wagner 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 | $761K | Hold |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $367K | Buy |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $437K | Hold |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $439K | Buy |
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