SGWM
Sterling Group 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 | $703K | Sell |
7,485
-900
| -11% | -$84.5K | 0.39% | 23 |
|
|
2025
Q1 | $785K | Hold |
8,385
| – | – | 0.42% | 21 |
|
|
2024
Q4 | $745K | Hold |
8,385
| – | – | 0.39% | 23 |
|
|
2024
Q3 | $766K | Sell |
8,385
-624
| -7% | -$57K | 0.41% | 22 |
|
|
2024
Q2 | $756K | Buy |
+9,009
| New | +$756K | 0.43% | 23 |
|
|
2024
Q1 | – | Sell |
-9,009
| Closed | -$703K | – | 43 |
|
|
2023
Q4 | $703K | Hold |
9,009
| – | – | 0.55% | 20 |
|
|
2023
Q3 | $652K | Hold |
9,009
| – | – | 0.62% | 19 |
|
|
2023
Q2 | $670K | Sell |
9,009
-484
| -5% | -$36K | 0.58% | 17 |
|
|
2023
Q1 | $691K | Sell |
9,493
-5,109
| -35% | -$372K | 0.65% | 18 |
|
|
2022
Q4 | $1.05M | Buy |
+14,602
| New | +$1.05M | 1.04% | 14 |
|