IRONWOOD WEALTH MANAGEMENT, INC. USMV Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 133,055.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $12.45 Mil. This investment constitutes 5.88% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 6 purchases of USMV, at an average price of $65.61, for a total of 344,083.00 shares. In addition, there have been 12 sales at an average price of $76.13 for 211,028.00 shares. Based on historical transaction data and USMV's current price of $93.80, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his USMV holdings is $5.97 Mil, reflecting a 26.46% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. USMV ($93.80) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. 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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