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

Archer Investment Management’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 		$223K Sell
2,293
-9,564
-81% -$948K 0.07% 108
2026
Q2 		$1.14M Buy
11,857
+1,902
+19% +$181K 0.39% 58
2026
Q1 		$923K Buy
+9,955
New +$945K 0.39% 56

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Archer Investment Management's USMV Position: Q3 2026 in Review

Archer Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 81% in Q3 2026, selling an estimated $948K and leaving 2,293 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #108.

Archer Investment Management first reported a position in USMV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.14M in Q2 2026. 133 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Archer Investment Management held 2,293 shares of iShares MSCI USA Min Vol Factor ETF worth $223K as of Q3 2026.
  • Archer Investment Management sold 9,564 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $948K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Archer Investment Management's portfolio in Q3 2026, its #108 holding.
  • Archer Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Archer Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.14M in Q2 2026.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.