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

ARS Wealth Advisors 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 		$32.9M Sell
337,174
-15,493
-4% -$1.54M 2.39% 13
2026
Q2 		$34M Sell
352,667
-13,961
-4% -$1.32M 2.66% 10
2026
Q1 		$34M Sell
366,628
-10,866
-3% -$1.03M 2.87% 8
2025
Q4 		$35.5M Sell
377,494
-16,020
-4% -$1.51M 3.2% 9
2025
Q3 		$37.4M Sell
393,514
-7,823
-2% -$733K 3.7% 6
2025
Q2 		$37.7M Sell
401,337
-11,919
-3% -$1.1M 4.34% 4
2025
Q1 		$38.7M Sell
413,256
-64,421
-13% -$5.93M 5.46% 2
2024
Q4 		$42.4M Sell
477,677
-42,711
-8% -$3.92M 5.82% 2
2024
Q3 		$47.5M Buy
520,388
+778
+0.1% +$68.6K 5.84% 2
2024
Q2 		$43.6M Sell
519,610
-788
-0.2% -$64.9K 5.66% 2
2024
Q1 		$43.5M Buy
520,398
+8,462
+2% +$683K 5.87% 2
2023
Q4 		$39.9M Buy
511,936
+22,057
+5% +$1.65M 5.92% 2
2023
Q3 		$35.5M Buy
489,879
+6,753
+1% +$504K 5.81% 2
2023
Q2 		$35.9M Sell
483,126
-15,112
-3% -$1.1M 5.7% 3
2023
Q1 		$36.2M Buy
498,238
+1,082
+0.2% +$77.8K 6.68% 2
2022
Q4 		$35.8M Sell
497,156
-46,687
-9% -$3.32M 5.9% 2
2022
Q3 		$35.9M Buy
543,843
+39,818
+8% +$2.87M 5.49% 3
2022
Q2 		$35.4M Sell
504,025
-4,146
-0.8% -$304K 4.86% 3
2022
Q1 		$39.4M Sell
508,171
-10,295
-2% -$779K 6.87% 3
2021
Q4 		$41.9M Sell
518,466
-28,826
-5% -$2.23M 7.04% 2
2021
Q3 		$40.2M Buy
+547,292
New +$41.7M 7.3% 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
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 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

ARS Wealth Advisors Group's USMV Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q3 2026, selling an estimated $1.54M and leaving 337,174 shares worth $32.9M. The position accounts for 2.39% of the portfolio, ranked #13.

ARS Wealth Advisors Group first reported a position in USMV in Q3 2021 and has held it in 21 quarters since. The position peaked at $47.5M in Q3 2024. 533 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • ARS Wealth Advisors Group held 337,174 shares of iShares MSCI USA Min Vol Factor ETF worth $32.9M as of Q3 2026.
  • ARS Wealth Advisors Group sold 15,493 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $1.54M.
  • iShares MSCI USA Min Vol Factor ETF made up 2.39% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #13 holding.
  • ARS Wealth Advisors Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's iShares MSCI USA Min Vol Factor ETF position peaked at $47.5M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.