WBH Advisory’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 | $900K | Sell |
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|
2025
Q2 | $969K | Buy |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $949K | Sell |
|
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $959K | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $713K | Buy |
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|
2020
Q4 | $659K | Sell |
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|
2020
Q3 | $639K | Buy |
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|
2020
Q2 | $558K | Sell |
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|
2020
Q1 | $579 | Buy |
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|
2019
Q4 | $548K | Buy |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $234K | Buy |
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