DOHJ LLC’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 | $1.49M | Sell |
16,437
-231
| -1% | -$20.9K | 0.43% | 56 |
|
|
2025
Q1 | $1.56M | Sell |
16,668
-286
| -2% | -$26.8K | 0.36% | 64 |
|
|
2024
Q4 | $1.51M | Sell |
16,954
-96
| -0.6% | -$8.52K | 0.35% | 64 |
|
|
2024
Q3 | $1.55M | Sell |
17,050
-882
| -5% | -$80.2K | 0.36% | 66 |
|
|
2024
Q2 | $1.51M | Sell |
17,932
-3,877
| -18% | -$326K | 0.38% | 62 |
|
|
2024
Q1 | $1.82M | Sell |
21,809
-232
| -1% | -$19.4K | 0.48% | 51 |
|
|
2023
Q4 | $1.72M | Sell |
22,041
-10,582
| -32% | -$826K | 0.51% | 50 |
|
|
2023
Q3 | $2.35M | Sell |
32,623
-1,207
| -4% | -$86.8K | 1.05% | 29 |
|
|
2023
Q2 | $2.51M | Buy |
33,830
+154
| +0.5% | +$11.4K | 1.08% | 24 |
|
|
2023
Q1 | $2.45M | Sell |
33,676
-591
| -2% | -$43K | 1.24% | 21 |
|
|
2022
Q4 | $2.47M | Sell |
34,267
-3,502
| -9% | -$252K | 1.39% | 22 |
|
|
2022
Q3 | $2.5M | Sell |
37,769
-4,812
| -11% | -$318K | 1.69% | 17 |
|
|
2022
Q2 | $2.99M | Sell |
42,581
-3,007
| -7% | -$211K | 1.7% | 16 |
|
|
2022
Q1 | $3.54M | Sell |
45,588
-9,084
| -17% | -$705K | 1.7% | 18 |
|
|
2021
Q4 | $4.42M | Sell |
54,672
-9,539
| -15% | -$772K | 1.98% | 13 |
|
|
2021
Q3 | $4.98M | Sell |
64,211
-13,735
| -18% | -$1.07M | 2.36% | 10 |
|
|
2021
Q2 | $5.74M | Sell |
77,946
-34,807
| -31% | -$2.56M | 3.02% | 8 |
|
|
2021
Q1 | $7.8M | Sell |
112,753
-18,299
| -14% | -$1.27M | 4.54% | 5 |
|
|
2020
Q4 | $8.83M | Sell |
131,052
-27,684
| -17% | -$1.87M | 5.22% | 4 |
|
|
2020
Q3 | $10.3M | Buy |
158,736
+6,296
| +4% | +$408K | 6.45% | 1 |
|
|
2020
Q2 | $9.72M | Buy |
152,440
+8,200
| +6% | +$523K | 6.65% | 1 |
|
|
2020
Q1 | $7.79M | Buy |
144,240
+9,084
| +7% | +$491K | 7.56% | 1 |
|
|
2019
Q4 | $8.87M | Buy |
+135,156
| New | +$8.87M | 7.86% | 1 |
|