LWM
Lodestone Wealth Management’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 | $209K | Sell |
2,224
-282
| -11% | -$26.5K | 0.1% | 160 |
|
|
2025
Q1 | $235K | Hold |
2,506
| – | – | 0.12% | 143 |
|
|
2024
Q4 | $223K | Hold |
2,506
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $229K | Sell |
2,506
-973
| -28% | -$88.8K | 0.11% | 138 |
|
|
2024
Q2 | $292K | Sell |
3,479
-767
| -18% | -$64.4K | 0.15% | 121 |
|
|
2024
Q1 | $355K | Buy |
4,246
+8
| +0.2% | +$669 | 0.19% | 113 |
|
|
2023
Q4 | $331K | Sell |
4,238
-432
| -9% | -$33.7K | 0.19% | 111 |
|
|
2023
Q3 | $338K | Sell |
4,670
-5,082
| -52% | -$368K | 0.24% | 96 |
|
|
2023
Q2 | $725K | Sell |
9,752
-15,615
| -62% | -$1.16M | 0.5% | 58 |
|
|
2023
Q1 | $1.85M | Buy |
25,367
+179
| +0.7% | +$13K | 1.42% | 21 |
|
|
2022
Q4 | $1.82M | Buy |
+25,188
| New | +$1.82M | 1.47% | 21 |
|