Bouchey Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bouchey Financial 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	$694K	Hold	7,193	–	–	0.04%	81
2026 Q1	$675K	Hold	7,193	–	–	0.05%	75
2025 Q4	$677K	Hold	7,193	–	–	0.05%	72
2025 Q3	$684K	Buy	7,193 +36	+0.5%	+$3.37K	0.05%	64
2025 Q2	$672K	Hold	7,157	–	–	0.06%	63
2025 Q1	$670K	Hold	7,157	–	–	0.06%	63
2024 Q4	$635K	Hold	7,157	–	–	0.06%	65
2024 Q3	$654K	Hold	7,157	–	–	0.06%	70
2024 Q2	$600K	Hold	7,157	–	–	0.06%	66
2024 Q1	$598K	Hold	7,157	–	–	0.06%	67
2023 Q4	$558K	Hold	7,157	–	–	0.06%	64
2023 Q3	$518K	Sell	7,157 -1,513	-17%	-$113K	0.06%	62
2023 Q2	$644K	Sell	8,670 -2,672	-24%	-$195K	0.08%	49
2023 Q1	$825K	Hold	11,342	–	–	0.11%	46
2022 Q4	$818K	Hold	11,342	–	–	0.12%	44
2022 Q3	$750K	Hold	11,342	–	–	0.11%	45
2022 Q2	$796K	Hold	11,342	–	–	0.13%	41
2022 Q1	$880K	Sell	11,342 -391	-3%	-$29.6K	0.12%	42
2021 Q4	$949K	Sell	11,733 -1,658	-12%	-$128K	0.13%	44
2021 Q3	$984K	Sell	13,391 -3,198	-19%	-$244K	0.14%	40
2021 Q2	$1.22M	Sell	16,589 -511,056	-97%	-$36.9M	0.19%	31
2021 Q1	$36.5M	Buy	527,645 +4,231	+0.8%	+$286K	5.89%	4
2020 Q4	$35.5M	Buy	523,414 +17,202	+3%	+$1.13M	6.1%	4
2020 Q3	$32.3M	Buy	506,212 +16,144	+3%	+$1.02M	6.25%	4
2020 Q2	$29.7M	Buy	490,068 +24,785	+5%	+$1.47M	6.26%	4
2020 Q1	$25.1M	Buy	465,283 +266,180	+134%	+$16.9M	6.67%	4
2019 Q4	$13.1M	Buy	+199,103	New	+$12.8M	2.98%	11

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bouchey Financial Group's USMV Position: Q2 2026 in Review

Bouchey Financial Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 7,193 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #81.

Bouchey Financial Group first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.5M in Q1 2021. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Bouchey Financial Group held 7,193 shares of iShares MSCI USA Min Vol Factor ETF worth $694K as of Q2 2026.
Bouchey Financial Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Bouchey Financial Group's portfolio in Q2 2026, its #81 holding.
Bouchey Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Bouchey Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $36.5M in Q1 2021.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.