BFG
Bouchey Financial Group’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 | $672K | Hold |
7,157
| – | – | 0.06% | 63 |
|
|
2025
Q1 | $670K | Hold |
7,157
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $635K | Hold |
7,157
| – | – | 0.06% | 65 |
|
|
2024
Q3 | $654K | Hold |
7,157
| – | – | 0.06% | 70 |
|
|
2024
Q2 | $600K | Hold |
7,157
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $598K | Hold |
7,157
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $558K | Hold |
7,157
| – | – | 0.06% | 64 |
|
|
2023
Q3 | $518K | Sell |
7,157
-1,513
| -17% | -$110K | 0.06% | 62 |
|
|
2023
Q2 | $644K | Sell |
8,670
-2,672
| -24% | -$199K | 0.08% | 49 |
|
|
2023
Q1 | $825K | Hold |
11,342
| – | – | 0.11% | 46 |
|
|
2022
Q4 | $818K | Hold |
11,342
| – | – | 0.12% | 44 |
|
|
2022
Q3 | $750K | Hold |
11,342
| – | – | 0.11% | 45 |
|
|
2022
Q2 | $796K | Hold |
11,342
| – | – | 0.13% | 41 |
|
|
2022
Q1 | $880K | Sell |
11,342
-391
| -3% | -$30.3K | 0.12% | 42 |
|
|
2021
Q4 | $949K | Sell |
11,733
-1,658
| -12% | -$134K | 0.13% | 44 |
|
|
2021
Q3 | $984K | Sell |
13,391
-3,198
| -19% | -$235K | 0.14% | 40 |
|
|
2021
Q2 | $1.22M | Sell |
16,589
-511,056
| -97% | -$37.6M | 0.19% | 31 |
|
|
2021
Q1 | $36.5M | Buy |
527,645
+4,231
| +0.8% | +$293K | 5.89% | 4 |
|
|
2020
Q4 | $35.5M | Buy |
523,414
+17,202
| +3% | +$1.17M | 6.1% | 4 |
|
|
2020
Q3 | $32.3M | Buy |
506,212
+16,144
| +3% | +$1.03M | 6.25% | 4 |
|
|
2020
Q2 | $29.7M | Buy |
490,068
+24,785
| +5% | +$1.5M | 6.26% | 4 |
|
|
2020
Q1 | $25.1M | Buy |
465,283
+266,180
| +134% | +$14.4M | 6.67% | 4 |
|
|
2019
Q4 | $13.1M | Buy |
+199,103
| New | +$13.1M | 2.98% | 11 |
|