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 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 $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Armstrong Advisory Group's USMV Position: Q2 2026 in Review

Armstrong Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 11,814 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #86.

Armstrong Advisory Group first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2022. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Armstrong Advisory Group held 11,814 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q2 2026.
Armstrong Advisory Group bought 215 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $20.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Armstrong Advisory Group's portfolio in Q2 2026, its #86 holding.
Armstrong Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.21M in Q4 2022.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.