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Archer Investment Corporation’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Archer Investment Corporation’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
Q2 		$293K Hold
3,041
– – 0.06% 252
2026
Q1 		$282K Buy
3,041
+1
+0% +$95 0.06% 252
2025
Q4 		$286K Buy
3,040
+1
+0% +$94 0.06% 222
2025
Q3 		$289K Hold
3,039
– – 0.07% 218
2025
Q2 		$285K Sell
3,039
-94
-3% -$8.65K 0.07% 216
2025
Q1 		$293K Hold
3,133
– – 0.08% 209
2024
Q4 		$278K Buy
3,133
+1
+0% +$92 0.07% 202
2024
Q3 		$286K Sell
3,132
-137
-4% -$12.1K 0.08% 196
2024
Q2 		$274K Sell
3,269
-763
-19% -$62.9K 0.08% 196
2024
Q1 		$337K Sell
4,032
-379
-9% -$30.6K 0.1% 177
2023
Q4 		$344K Sell
4,411
-51
-1% -$3.81K 0.11% 173
2023
Q3 		$323K Buy
4,462
+146
+3% +$10.9K 0.11% 167
2023
Q2 		$321K Buy
4,316
+194
+5% +$14.2K 0.11% 168
2023
Q1 		$300K Buy
4,122
+70
+2% +$5.03K 0.11% 180
2022
Q4 		$292K Hold
4,052
– – 0.11% 183
2022
Q3 		$268K Sell
4,052
-273
-6% -$19.7K 0.11% 180
2022
Q2 		$304K Hold
4,325
– – 0.12% 176
2022
Q1 		$337K Buy
4,325
+237
+6% +$17.9K 0.12% 171
2021
Q4 		$331K Sell
4,088
-195
-5% -$15.1K 0.11% 177
2021
Q3 		$315K Sell
4,283
-111
-3% -$8.46K 0.12% 181
2021
Q2 		$323K Sell
4,394
-69
-2% -$4.99K 0.13% 167
2021
Q1 		$309K Hold
4,463
– – 0.13% 165
2020
Q4 		$303K Hold
4,463
– – 0.14% 157
2020
Q3 		$284K Sell
4,463
-24
-0.5% -$1.52K 0.15% 142
2020
Q2 		$272K Hold
4,487
– – 0.15% 136
2020
Q1 		$242K Sell
4,487
-943
-17% -$59.8K 0.16% 140
2019
Q4 		$356K Buy
5,430
+355
+7% +$22.8K 0.19% 133
2019
Q3 		$326K Buy
5,075
+24
+0.5% +$1.52K 0.2% 131
2019
Q2 		$312K Sell
5,051
-143
-3% -$8.59K 0.2% 133
2019
Q1 		$305K Sell
5,194
-143
-3% -$8.01K 0.21% 132
2018
Q4 		$280K Buy
+5,337
New +$293K 0.25% 116

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Archer Investment Corporation's USMV Position: Q2 2026 in Review

Archer Investment Corporation held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,041 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #252.

Archer Investment Corporation first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $356K in Q4 2019. 1,095 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Archer Investment Corporation held 3,041 shares of iShares MSCI USA Min Vol Factor ETF worth $293K as of Q2 2026.
  • Archer Investment Corporation left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Archer Investment Corporation's portfolio in Q2 2026, its #252 holding.
  • Archer Investment Corporation first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Archer Investment Corporation's iShares MSCI USA Min Vol Factor ETF position peaked at $356K in Q4 2019.
  • 1,095 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.