LWM
LongView 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 | $1.04M | Buy |
11,099
+85
| +0.8% | +$7.98K | 0.32% | 70 |
|
|
2025
Q1 | $1.03M | Sell |
11,014
-190
| -2% | -$17.8K | 0.31% | 69 |
|
|
2024
Q4 | $995K | Sell |
11,204
-236
| -2% | -$21K | 0.3% | 71 |
|
|
2024
Q3 | $1.04M | Sell |
11,440
-659
| -5% | -$60.2K | 0.33% | 65 |
|
|
2024
Q2 | $1.02M | Sell |
12,099
-76
| -0.6% | -$6.38K | 0.38% | 61 |
|
|
2024
Q1 | $1.02M | Sell |
12,175
-1,045
| -8% | -$87.3K | 0.4% | 55 |
|
|
2023
Q4 | $1.04M | Buy |
+13,220
| New | +$1.04M | 0.46% | 50 |
|