Horizon Wealth Management, LLC USMV Holdings History
Horizon Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 420,106.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $39.35 Mil. This investment constitutes 6.63% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.16% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. And since then Horizon Wealth Management, LLC has made 1 purchases of USMV, at an average price of $92.03, for a total of 420,106.00 shares. Based on historical transaction data and USMV's current price of $93.01, Horizon Wealth Management, LLC's estimated gain on his USMV holdings is $411,703.88, reflecting a 1.06% gain to date.
Horizon Wealth Management, LLC USMV ($93.01) Holding Chart
Horizon Wealth Management, LLC USMV ($93.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
