KIG
Kennedy Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
101,389
+5,008
| +5% | +$470K | 4.04% | 6 |
|
|
2025
Q1 | $9.03M | Buy |
96,381
+9,352
| +11% | +$876K | 4.19% | 4 |
|
|
2024
Q4 | $7.73M | Buy |
87,029
+15,084
| +21% | +$1.34M | 3.5% | 5 |
|
|
2024
Q3 | $6.57M | Buy |
71,945
+2,995
| +4% | +$273K | 3.02% | 6 |
|
|
2024
Q2 | $5.79M | Buy |
68,950
+15,201
| +28% | +$1.28M | 2.93% | 7 |
|
|
2024
Q1 | $4.49M | Buy |
53,749
+2,194
| +4% | +$183K | 2.4% | 8 |
|
|
2023
Q4 | $4.02M | Buy |
51,555
+1,391
| +3% | +$109K | 2.25% | 9 |
|
|
2023
Q3 | $3.63M | Buy |
50,164
+5,083
| +11% | +$368K | 2.18% | 9 |
|
|
2023
Q2 | $3.35M | Sell |
45,081
-1,065
| -2% | -$79.2K | 1.96% | 12 |
|
|
2023
Q1 | $3.36M | Buy |
46,146
+2,646
| +6% | +$192K | 2.05% | 11 |
|
|
2022
Q4 | $3.14M | Buy |
+43,500
| New | +$3.14M | 2% | 13 |
|