JDM Financial Group’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 | $36K | Hold |
383
| – | – | 0.02% | 105 |
|
|
2025
Q1 | $35.9K | Hold |
383
| – | – | 0.02% | 103 |
|
|
2024
Q4 | $34K | Hold |
383
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $35K | Hold |
383
| – | – | 0.02% | 105 |
|
|
2024
Q2 | $32.2K | Hold |
383
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $32K | Hold |
383
| – | – | 0.02% | 89 |
|
|
2023
Q4 | $29.9K | Hold |
383
| – | – | 0.02% | 87 |
|
|
2023
Q3 | $27.7K | Hold |
383
| – | – | 0.03% | 87 |
|
|
2023
Q2 | $28.5K | Hold |
383
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $27.9K | Hold |
383
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $27.6K | Buy |
+383
| New | +$27.6K | 0.03% | 88 |
|