IFG Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.17M | Buy |
43,211
+41,810
| +2,984% | +$3.97M | 0.15% | 179 |
|
|
2026
Q1 | $130K | Sell |
1,401
-35,668
| -96% | -$3.39M | 0.37% | 66 |
|
|
2025
Q4 | $3.49M | Sell |
37,069
-414
| -1% | -$39K | 0.15% | 165 |
|
|
2025
Q3 | $3.57M | Sell |
37,483
-3,902
| -9% | -$365K | 0.16% | 158 |
|
|
2025
Q2 | $3.88M | Sell |
41,385
-418
| -1% | -$38.5K | 0.2% | 134 |
|
|
2025
Q1 | $3.92M | Sell |
41,803
-1,382
| -3% | -$127K | 0.22% | 125 |
|
|
2024
Q4 | $3.83M | Sell |
43,185
-23,938
| -36% | -$2.2M | 0.22% | 120 |
|
|
2024
Q3 | $6.13M | Sell |
67,123
-14,391
| -18% | -$1.27M | 0.39% | 65 |
|
|
2024
Q2 | $6.84M | Buy |
81,514
+485
| +0.6% | +$40K | 0.44% | 48 |
|
|
2024
Q1 | $6.77M | Sell |
81,029
-9,495
| -10% | -$766K | 0.51% | 43 |
|
|
2023
Q4 | $7.06M | Sell |
90,524
-2,485
| -3% | -$185K | 0.52% | 36 |
|
|
2023
Q3 | $6.73M | Buy |
93,009
+913
| +1% | +$68.1K | 0.57% | 32 |
|
|
2023
Q2 | $6.85M | Buy |
92,096
+2,338
| +3% | +$171K | 0.61% | 36 |
|
|
2023
Q1 | $6.53M | Sell |
89,758
-2,437
| -3% | -$175K | 0.61% | 31 |
|
|
2022
Q4 | $6.65M | Sell |
92,195
-15,786
| -15% | -$1.12M | 0.66% | 27 |
|
|
2022
Q3 | $7.14M | Buy |
107,981
+2,722
| +3% | +$196K | 0.65% | 32 |
|
|
2022
Q2 | $7.39M | Sell |
105,259
-483
| -0.5% | -$35.4K | 0.78% | 25 |
|
|
2022
Q1 | $8.2M | Buy |
105,742
+1,214
| +1% | +$91.9K | 0.83% | 23 |
|
|
2021
Q4 | $8.46M | Buy |
104,528
+4,770
| +5% | +$369K | 0.82% | 21 |
|
|
2021
Q3 | $7.33M | Sell |
99,758
-2,306
| -2% | -$176K | 0.79% | 20 |
|
|
2021
Q2 | $7.51M | Sell |
102,064
-1,280
| -1% | -$92.5K | 0.84% | 19 |
|
|
2021
Q1 | $7.15M | Sell |
103,344
-4,613
| -4% | -$312K | 0.89% | 16 |
|
|
2020
Q4 | $7.33M | Buy |
107,957
+1,476
| +1% | +$97.2K | 1.01% | 14 |
|
|
2020
Q3 | $6.79M | Buy |
106,481
+10,386
| +11% | +$659K | 1.1% | 14 |
|
|
2020
Q2 | $5.83M | Buy |
96,095
+22,534
| +31% | +$1.34M | 1.05% | 16 |
|
|
2020
Q1 | $3.97M | Buy |
73,561
+10,189
| +16% | +$646K | 0.89% | 21 |
|
|
2019
Q4 | $4.16M | Buy |
63,372
+2,319
| +4% | +$149K | 0.76% | 22 |
|
|
2019
Q3 | $3.91M | Sell |
61,053
-53,405
| -47% | -$3.38M | 0.76% | 25 |
|
|
2019
Q2 | $9.6M | Buy |
114,458
+17,030
| +17% | +$1.02M | 1.7% | 7 |
|
|
2019
Q1 | $8.03M | Buy |
97,428
+10,807
| +12% | +$605K | 1.54% | 10 |
|
|
2018
Q4 | $6.5M | Buy |
86,621
+4,227
| +5% | +$232K | 1.53% | 11 |
|
|
2018
Q3 | $7.1M | Buy |
82,394
+1,420
| +2% | +$79.1K | 1.34% | 13 |
|
|
2018
Q2 | $6.55M | Buy |
80,974
+1,130
| +1% | +$59.5K | 1.35% | 13 |
|
|
2018
Q1 | $6.35M | Buy |
+79,844
| New | +$4.22M | 1.41% | 13 |
|
Other funds holding USMV
CCA
MRC
IFG Advisory's USMV Position: Q2 2026 in Review
IFG Advisory increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2,984% in Q2 2026, buying an estimated $3.97M and bringing the position to 43,211 shares worth $4.17M. The position accounts for 0.15% of the portfolio, ranked #179.
IFG Advisory first reported a position in USMV in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.6M in Q2 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- IFG Advisory held 43,211 shares of iShares MSCI USA Min Vol Factor ETF worth $4.17M as of Q2 2026.
- IFG Advisory bought 41,810 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.97M.
- iShares MSCI USA Min Vol Factor ETF made up 0.15% of IFG Advisory's portfolio in Q2 2026, its #179 holding.
- IFG Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 34 quarters since.
- IFG Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $9.6M in Q2 2019.
- 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.