Leelyn Smith, LLC USMV Holdings History
Leelyn Smith, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Leelyn Smith, LLC held 150,540.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $14.10 Mil. This investment constitutes 2.51% of their stock portfolio, and Leelyn Smith, LLC now holds 0.06% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Leelyn Smith, LLC has made 12 purchases of USMV, at an average price of $65.83, for a total of 423,211.00 shares. In addition, there have been 9 sales at an average price of $79.14 for 272,671.00 shares. Based on historical transaction data and USMV's current price of $93.55, Leelyn Smith, LLC's estimated gain on his USMV holdings is $7.80 Mil, reflecting a 28.01% gain to date.
Leelyn Smith, LLC USMV ($93.55) Holding Chart
Leelyn Smith, LLC USMV ($93.55) 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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