4J Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $681K | Hold |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $664K | Hold |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $659K | Sell |
|
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $843K | Sell |
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|
2021
Q2 | $938K | Sell |
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|
2021
Q1 | $940K | Sell |
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|
2020
Q4 | $1.28M | Buy |
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