Congress 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 | $1.92M | Buy |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $332K | Buy |
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