JT Stratford LLC’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 | $606K | Hold |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $553K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $598K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $884K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $2.24M | Sell |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $2.09M | Buy |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $987K | Buy |
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|
2018
Q2 | $842K | Sell |
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|
2018
Q1 | $827K | Buy |
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|
2017
Q4 | $832K | Buy |
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|
2017
Q3 | $676K | Buy |
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|
2017
Q2 | $540K | Buy |
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|
2017
Q1 | $489K | Buy |
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|
2016
Q4 | $416K | Buy |
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