Wealth Advisors Of Iowa, LLC USMV Holdings History
Wealth Advisors of Iowa, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 195,803.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $18.34 Mil. This investment constitutes 7.88% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.08% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q1. And since then Wealth Advisors of Iowa, LLC has made 7 purchases of USMV, at an average price of $69.92, for a total of 2.23 Mil shares. In addition, there have been 13 sales at an average price of $69.74 for 2.04 Mil shares. Based on historical transaction data and USMV's current price of $92.74, Wealth Advisors of Iowa, LLC's estimated gain on his USMV holdings is $4.12 Mil, reflecting a 2.64% gain to date.
Wealth Advisors of Iowa, LLC USMV ($92.74) Holding Chart
Wealth Advisors of Iowa, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
