Tyler-Stone Wealth Management USMV Holdings History
Tyler-Stone Wealth Management's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 104,620.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $9.80 Mil. This investment constitutes 1.76% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 1 purchases of USMV, at an average price of $81.64, for a total of 130,135.00 shares. In addition, there have been 11 sales at an average price of $77.08 for 25,515.00 shares. Based on historical transaction data and USMV's current price of $92.95, Tyler-Stone Wealth Management's estimated gain on his USMV holdings is $1.07 Mil, reflecting a 10.04% gain to date.
Tyler-Stone Wealth Management USMV ($92.95) Holding Chart
Tyler-Stone Wealth Management USMV ($92.95) 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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