AWM
Able 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 | $6.71M | Buy |
71,516
+1,205
| +2% | +$113K | 3.39% | 8 |
|
|
2025
Q1 | $6.59M | Buy |
70,311
+1,018
| +1% | +$95.3K | 3.89% | 4 |
|
|
2024
Q4 | $6.15M | Buy |
69,293
+981
| +1% | +$87.1K | 4.05% | 5 |
|
|
2024
Q3 | $6.24M | Buy |
68,312
+116
| +0.2% | +$10.6K | 4.73% | 4 |
|
|
2024
Q2 | $5.73M | Sell |
68,196
-981
| -1% | -$82.4K | 4.71% | 4 |
|
|
2024
Q1 | $5.78M | Buy |
69,177
+904
| +1% | +$75.6K | 5.04% | 4 |
|
|
2023
Q4 | $5.33M | Buy |
+68,273
| New | +$5.33M | 4.84% | 4 |
|