4WM
4J Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
6,750
-517
| -7% | -$48.5K | 0.43% | 44 |
|
|
2025
Q1 | $681K | Hold |
7,267
| – | – | 0.54% | 37 |
|
|
2024
Q4 | $645K | Hold |
7,267
| – | – | 0.52% | 36 |
|
|
2024
Q3 | $664K | Hold |
7,267
| – | – | 0.51% | 37 |
|
|
2024
Q2 | $610K | Sell |
7,267
-250
| -3% | -$21K | 0.5% | 38 |
|
|
2024
Q1 | $628K | Hold |
7,517
| – | – | 0.54% | 38 |
|
|
2023
Q4 | $587K | Sell |
7,517
-1,262
| -14% | -$98.5K | 0.54% | 42 |
|
|
2023
Q3 | $635K | Sell |
8,779
-57
| -0.6% | -$4.13K | 0.63% | 36 |
|
|
2023
Q2 | $657K | Sell |
8,836
-220
| -2% | -$16.4K | 0.64% | 36 |
|
|
2023
Q1 | $659K | Sell |
9,056
-1,311
| -13% | -$95.4K | 0.71% | 33 |
|
|
2022
Q4 | $747K | Sell |
10,367
-209
| -2% | -$15.1K | 0.87% | 28 |
|
|
2022
Q3 | $699K | Sell |
10,576
-184
| -2% | -$12.2K | 0.89% | 28 |
|
|
2022
Q2 | $755K | Sell |
10,760
-293
| -3% | -$20.6K | 0.95% | 28 |
|
|
2022
Q1 | $857K | Sell |
11,053
-230
| -2% | -$17.8K | 0.75% | 31 |
|
|
2021
Q4 | $913K | Sell |
11,283
-185
| -2% | -$15K | 0.77% | 32 |
|
|
2021
Q3 | $843K | Sell |
11,468
-1,280
| -10% | -$94.1K | 0.73% | 35 |
|
|
2021
Q2 | $938K | Sell |
12,748
-832
| -6% | -$61.2K | 0.82% | 34 |
|
|
2021
Q1 | $940K | Sell |
13,580
-5,233
| -28% | -$362K | 0.87% | 30 |
|
|
2020
Q4 | $1.28M | Buy |
+18,813
| New | +$1.28M | 1.23% | 22 |
|