Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
27.15%

John W. Brooker & Co., CPAs's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held - shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling N/A. This investment constitutes 0% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0% 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 17 sales at an average price of $80.97 for 125,269.00 shares. Based on historical transaction data and USMV's current price of $93.80, John W. Brooker & Co., CPAs's estimated gain on his USMV holdings is $2.17 Mil, reflecting a 27.15% gain to date.

John W. Brooker & Co., CPAs USMV ($93.80) Holding Chart

John W. Brooker & Co., CPAs USMV ($93.80) 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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