JMAC Enterprises’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 | $9.84M | Buy |
104,874
+1,707
| +2% | +$160K | 2.11% | 13 |
|
2025
Q1 | $9.66M | Buy |
103,167
+2,697
| +3% | +$253K | 2.29% | 12 |
|
2024
Q4 | $8.92M | Buy |
100,470
+5,476
| +6% | +$486K | 1.4% | 20 |
|
2024
Q3 | $8.67M | Buy |
94,994
+4,342
| +5% | +$396K | 1.39% | 18 |
|
2024
Q2 | $7.61M | Buy |
90,652
+2,434
| +3% | +$204K | 1.34% | 19 |
|
2024
Q1 | $7.37M | Buy |
88,218
+13,608
| +18% | +$1.14M | 1.37% | 17 |
|
2023
Q4 | $5.82M | Buy |
74,610
+7,299
| +11% | +$570K | 1.25% | 18 |
|
2023
Q3 | $4.87M | Buy |
67,311
+4,129
| +7% | +$299K | 1.2% | 19 |
|
2023
Q2 | $4.7M | Buy |
63,182
+1,527
| +2% | +$114K | 1.16% | 20 |
|
2023
Q1 | $4.48M | Buy |
+61,655
| New | +$4.48M | 1.14% | 20 |
|