SPWM
Schrum Private 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 | $883K | Buy |
9,405
+131
| +1% | +$12.3K | 0.71% | 39 |
|
|
2025
Q1 | $869K | Sell |
9,274
-2,108
| -19% | -$197K | 0.76% | 35 |
|
|
2024
Q4 | $1.01M | Sell |
11,382
-8,758
| -43% | -$778K | 0.86% | 32 |
|
|
2024
Q3 | $1.84M | Buy |
20,140
+8,347
| +71% | +$762K | 0.95% | 27 |
|
|
2024
Q2 | $990K | Sell |
11,793
-232
| -2% | -$19.5K | 0.89% | 31 |
|
|
2024
Q1 | $1.01M | Buy |
12,025
+2,028
| +20% | +$170K | 0.91% | 32 |
|
|
2023
Q4 | $780K | Sell |
9,997
-1,513
| -13% | -$118K | 1.11% | 27 |
|
|
2023
Q3 | $833K | Hold |
11,510
| – | – | 0.95% | 30 |
|
|
2023
Q2 | $856K | Sell |
11,510
-28
| -0.2% | -$2.08K | 0.93% | 31 |
|
|
2023
Q1 | $839K | Buy |
11,538
+563
| +5% | +$41K | 0.97% | 28 |
|
|
2022
Q4 | $791K | Buy |
10,975
+127
| +1% | +$9.16K | 0.94% | 29 |
|
|
2022
Q3 | $716K | Buy |
10,848
+16
| +0.1% | +$1.06K | 0.9% | 29 |
|
|
2022
Q2 | $760K | Buy |
10,832
+39
| +0.4% | +$2.74K | 0.86% | 32 |
|
|
2022
Q1 | $812K | Buy |
10,793
+450
| +4% | +$33.9K | 0.82% | 35 |
|
|
2021
Q4 | $839K | Buy |
+10,343
| New | +$839K | 0.76% | 37 |
|