Armstrong Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Armstrong Advisory 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	$1.15M	Hold	11,814	–	–	0.07%	83
2026 Q2	$1.14M	Buy	11,814 +215	+2%	+$20.4K	0.07%	86
2026 Q1	$1.08M	Sell	11,599 -208	-2%	-$19.8K	0.07%	82
2025 Q4	$1.11M	Hold	11,807	–	–	0.08%	79
2025 Q3	$1.12M	Hold	11,807	–	–	0.08%	72
2025 Q2	$1.11M	Hold	11,807	–	–	0.08%	62
2025 Q1	$1.05M	Hold	11,807	–	–	0.08%	60
2024 Q4	$1.05M	Sell	11,807 -155	-1%	-$14.2K	0.08%	60
2024 Q3	$1.09M	Buy	11,962 +155	+1%	+$13.7K	0.09%	59
2024 Q2	$991K	Sell	11,807 -1,213	-9%	-$100K	0.09%	57
2024 Q1	$1.02M	Hold	13,020	–	–	0.1%	56
2023 Q4	$1.02M	Sell	13,020 -687	-5%	-$51.3K	0.1%	56
2023 Q3	$992K	Buy	13,707 +231	+2%	+$17.2K	0.11%	53
2023 Q2	$1M	Buy	13,476 +16	+0.1%	+$1.17K	0.11%	55
2023 Q1	$979K	Sell	13,460 -3,314	-20%	-$238K	0.12%	52
2022 Q4	$1.21M	Buy	+16,774	New	+$1.19M	0.16%	55

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Armstrong Advisory Group's USMV Position: Q3 2026 in Review

Armstrong Advisory Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 11,814 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #83.

Armstrong Advisory Group first reported a position in USMV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2022. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Armstrong Advisory Group held 11,814 shares of iShares MSCI USA Min Vol Factor ETF worth $1.15M as of Q3 2026.
Armstrong Advisory Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Armstrong Advisory Group's portfolio in Q3 2026, its #83 holding.
Armstrong Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.21M in Q4 2022.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.