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 |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $948K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $11M | Buy |
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|
2020
Q1 | $1.7M | Buy |
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|
2019
Q4 | $1.89M | Buy |
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