Congress Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
20,408
+10,885
| +114% | +$1.02M | 0.02% | 565 |
|
|
2025
Q1 | $892K | Buy |
9,523
+3,593
| +61% | +$337K | 0.01% | 660 |
|
|
2024
Q4 | $527K | Sell |
5,930
-353
| -6% | -$31.4K | 0.01% | 630 |
|
|
2024
Q3 | $574K | Buy |
6,283
+200
| +3% | +$18.3K | 0.01% | 616 |
|
|
2024
Q2 | $511K | Sell |
6,083
-379
| -6% | -$31.8K | 0.01% | 534 |
|
|
2024
Q1 | $540K | Buy |
6,462
+127
| +2% | +$10.6K | 0.01% | 442 |
|
|
2023
Q4 | $494K | Buy |
6,335
+409
| +7% | +$31.9K | 0.01% | 466 |
|
|
2023
Q3 | $429K | Buy |
+5,926
| New | +$429K | 0.01% | 473 |
|
|
2023
Q1 | – | Sell |
-3,869
| Closed | -$279K | – | 576 |
|
|
2022
Q4 | $279K | Buy |
3,869
+115
| +3% | +$8.29K | 0.01% | 494 |
|
|
2022
Q3 | $248K | Hold |
3,754
| – | – | 0.01% | 496 |
|
|
2022
Q2 | $263K | Sell |
3,754
-385
| -9% | -$27K | 0.01% | 495 |
|
|
2022
Q1 | $321K | Buy |
4,139
+48
| +1% | +$3.72K | 0.01% | 505 |
|
|
2021
Q4 | $332K | Buy |
+4,091
| New | +$332K | 0.01% | 515 |
|