WIN ADVISORS, INC USMV Holdings History
WIN ADVISORS, INC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, WIN ADVISORS, INC held 94,822.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $8.88 Mil. This investment constitutes 4.56% of their stock portfolio, and WIN ADVISORS, INC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2022Q1. And since then WIN ADVISORS, INC has made 2 purchases of USMV, at an average price of $91.74, for a total of 96,802.00 shares. In addition, there have been 2 sales at an average price of $91.28 for 1,980.00 shares. Based on historical transaction data and USMV's current price of $92.74, WIN ADVISORS, INC's estimated gain on his USMV holdings is $94,221.48, reflecting a 1.06% gain to date.
WIN ADVISORS, INC USMV ($92.74) Holding Chart
WIN ADVISORS, INC USMV ($92.74) 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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