Altus Wealth Group
USMV icon

Altus Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Altus Wealth Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Buy
3,079
+700
+29% +$69.4K 0.11% 104
2026
Q2 		$229K Sell
2,379
-40
-2% -$3.8K 0.08% 138
2026
Q1 		$224K Sell
2,419
-3,332
-58% -$316K 0.09% 128
2025
Q4 		$542K Sell
5,751
-985
-15% -$92.8K 0.22% 82
2025
Q3 		$641K Sell
6,736
-91
-1% -$8.52K 0.26% 72
2025
Q2 		$641K Sell
6,827
-245
-3% -$22.5K 0.28% 68
2025
Q1 		$662K Sell
7,072
-41,342
-85% -$3.8M 0.31% 64
2024
Q4 		$4.3M Sell
48,414
-3,853
-7% -$353K 1.9% 12
2024
Q3 		$4.77M Sell
52,267
-7,487
-13% -$660K 2.04% 13
2024
Q2 		$5.02M Sell
59,754
-17,303
-22% -$1.43M 2.51% 11
2024
Q1 		$6.44M Sell
77,057
-6,311
-8% -$509K 3.23% 7
2023
Q4 		$6.51M Sell
83,368
-523
-0.6% -$39K 3.6% 6
2023
Q3 		$6.07M Buy
83,891
+423
+0.5% +$31.5K 3.85% 6
2023
Q2 		$6.2M Buy
83,468
+1,305
+2% +$95.4K 3.81% 5
2023
Q1 		$5.98M Sell
82,163
-41
-0% -$2.95K 4.03% 4
2022
Q4 		$5.93M Buy
82,204
+24,142
+42% +$1.72M 4.5% 4
2022
Q3 		$4.27M Hold
58,062
– – 4.24% 3
2022
Q2 		$4.27M Sell
58,062
-19,619
-25% -$1.44M 4.24% 3
2022
Q1 		$6.03M Sell
77,681
-5,966
-7% -$452K 4.94% 3
2021
Q4 		$6.77M Buy
83,647
+25,585
+44% +$1.98M 5.58% 3
2021
Q3 		$4.27M Sell
58,062
-5,952
-9% -$453K 4.24% 3
2021
Q2 		$4.71M Buy
64,014
+478
+0.8% +$34.5K 4.6% 3
2021
Q1 		$4.58M Sell
63,536
-9,381
-13% -$634K 4.55% 3
2020
Q4 		$4.95M Buy
+72,917
New +$4.8M 4.73% 3

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Altus Wealth Group's USMV Position: Q3 2026 in Review

Altus Wealth Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 29% in Q3 2026, buying an estimated $69.4K and bringing the position to 3,079 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #104.

Altus Wealth Group first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.77M in Q4 2021. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Altus Wealth Group held 3,079 shares of iShares MSCI USA Min Vol Factor ETF worth $300K as of Q3 2026.
  • Altus Wealth Group bought 700 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $69.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of Altus Wealth Group's portfolio in Q3 2026, its #104 holding.
  • Altus Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.77M in Q4 2021.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.