Number of Shares
67,725.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
2.53%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
36.20%

Allred Capital Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Allred Capital Management, LLC held 67,725.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.34 Mil. This investment constitutes 2.53% of their stock portfolio, and Allred Capital Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2018Q4. And since then Allred Capital Management, LLC has made 6 purchases of USMV, at an average price of $58.82, for a total of 176,415.00 shares. In addition, there have been 19 sales at an average price of $71.58 for 108,690.00 shares. Based on historical transaction data and USMV's current price of $93.80, Allred Capital Management, LLC's estimated gain on his USMV holdings is $3.76 Mil, reflecting a 36.20% gain to date.

Allred Capital Management, LLC USMV ($93.80) Holding Chart

Allred Capital Management, LLC USMV ($93.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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