John W. Brooker & Co., CPAs USMV Holdings History
John W. Brooker & Co., CPAs's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, John W. Brooker & Co., CPAs held 22,704.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.13 Mil. This investment constitutes 0.88% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 5 purchases of USMV, at an average price of $63.68, for a total of 125,269.00 shares. In addition, there have been 16 sales at an average price of $78.52 for 102,565.00 shares. Based on historical transaction data and USMV's current price of $94.16, John W. Brooker & Co., CPAs's estimated gain on his USMV holdings is $2.21 Mil, reflecting a 27.75% gain to date.
John W. Brooker & Co., CPAs USMV ($94.16) Holding Chart
John W. Brooker & Co., CPAs USMV ($94.16) 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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