Bowman & Co S.C. USMV Holdings History

Number of Shares
30,325.00
Current Holdings Value*
$2.85 Mil
% of Portfolio
1.27%
Total Estimate Gain
$355,133.42
% of Total Estimate Gain
2.78%

Bowman & Co S.C.'s iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-06-30, Bowman & Co S.C. held 30,325.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.85 Mil. This investment constitutes 1.27% of their stock portfolio, and Bowman & Co S.C. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2021Q4. And since then Bowman & Co S.C. has made 1 purchases of USMV, at an average price of $77.27, for a total of 165,298.00 shares. In addition, there have been 13 sales at an average price of $76.37 for 134,973.00 shares. Based on historical transaction data and USMV's current price of $92.95, Bowman & Co S.C.'s estimated gain on his USMV holdings is $355,133.42, reflecting a 2.78% gain to date.

Bowman & Co S.C. USMV ($92.95) Holding Chart

Bowman & Co S.C. USMV ($92.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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