Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $6.47M | Sell |
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|
2022
Q3 | $7.06M | Buy |
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|
2022
Q2 | $6.58M | Hold |
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|
2022
Q1 | $6.89M | Sell |
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|
2021
Q4 | $7.62M | Sell |
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|
2021
Q3 | $6.94M | Buy |
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|
2021
Q2 | $6.79M | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $13.4M | Sell |
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|
2020
Q3 | $15.8M | Buy |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.34M | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $12.8M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $712K | Sell |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.22M | Buy |
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|
2016
Q4 | $801K | Sell |
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|
2016
Q3 | $7.47M | Sell |
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|
2016
Q2 | $8.15M | Sell |
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|
2016
Q1 | $7.85M | Buy |
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