YWS
Yarger Wealth Strategies’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 | $1.24M | Buy |
13,199
+43
| +0.3% | +$4.04K | 0.65% | 36 |
|
|
2025
Q1 | $1.23M | Buy |
13,156
+42
| +0.3% | +$3.93K | 0.72% | 30 |
|
|
2024
Q4 | $1.16M | Sell |
13,114
-910
| -6% | -$80.8K | 0.67% | 33 |
|
|
2024
Q3 | $1.28M | Buy |
14,024
+58
| +0.4% | +$5.3K | 0.71% | 32 |
|
|
2024
Q2 | $1.17M | Buy |
13,966
+47
| +0.3% | +$3.95K | 0.71% | 33 |
|
|
2024
Q1 | $1.16M | Buy |
13,919
+87
| +0.6% | +$7.27K | 0.79% | 30 |
|
|
2023
Q4 | $1.08M | Buy |
13,832
+139
| +1% | +$10.8K | 0.87% | 25 |
|
|
2023
Q3 | $991K | Sell |
13,693
-383
| -3% | -$27.7K | 0.84% | 25 |
|
|
2023
Q2 | $1.05M | Sell |
14,076
-186
| -1% | -$13.8K | 0.94% | 23 |
|
|
2023
Q1 | $1.04M | Buy |
14,262
+457
| +3% | +$33.2K | 1.14% | 21 |
|
|
2022
Q4 | $995K | Buy |
13,805
+60
| +0.4% | +$4.33K | 1.23% | 19 |
|
|
2022
Q3 | $909K | Sell |
13,745
-860
| -6% | -$56.9K | 1.21% | 19 |
|
|
2022
Q2 | $1.04M | Sell |
14,605
-35
| -0.2% | -$2.5K | 1.35% | 17 |
|
|
2022
Q1 | $1.14M | Sell |
14,640
-26,969
| -65% | -$2.09M | 1.48% | 15 |
|
|
2021
Q4 | $3.37M | Buy |
+41,609
| New | +$3.37M | 3.63% | 13 |
|