WJ Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
2024
Q2
Sell
2024
Q1
$221K Hold
2023
Q4
$206K Sell
2023
Q3
$214K Sell
2023
Q2
$240K Buy
2023
Q1
Sell
2022
Q4
$244K Hold
2022
Q3
$223K Sell
2022
Q2
$256K Buy
2022
Q1
$244K Sell
2021
Q4
$332K Buy
2021
Q3
$271K Hold
2021
Q2
$271K Sell
2021
Q1
$289K Sell
2020
Q4
$948K Sell
2020
Q3
$1.02M Sell
2020
Q2
$11M Buy
2020
Q1
$1.7M Buy
2019
Q4
$1.89M Buy