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Independence Bank of Kentucky’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Independence Bank of Kentucky’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 		$6.16M Buy
63,882
+365
+0.6% +$34.6K 0.69% 32
2026
Q1 		$5.89M Sell
63,517
-1,326
-2% -$126K 0.75% 28
2025
Q4 		$6.11M Sell
64,843
-2,351
-3% -$221K 0.76% 25
2025
Q3 		$6.39M Sell
67,194
-164
-0.2% -$15.4K 0.82% 22
2025
Q2 		$6.32M Sell
67,358
-270
-0.4% -$24.8K 0.9% 20
2025
Q1 		$6.33M Sell
67,628
-964
-1% -$88.7K 0.99% 19
2024
Q4 		$6.09M Buy
68,592
+57,481
+517% +$5.27M 0.94% 19
2024
Q3 		$1.01M Buy
11,111
+5,859
+112% +$517K 0.22% 110
2024
Q2 		$441K Buy
5,252
+125
+2% +$10.3K 0.12% 167
2024
Q1 		$429K Buy
5,127
+1,142
+29% +$92.1K 0.13% 160
2023
Q4 		$311K Buy
3,985
+645
+19% +$48.1K 0.11% 167
2023
Q3 		$242K Buy
3,340
+100
+3% +$7.46K 0.1% 158
2023
Q2 		$241K Hold
3,240
– – 0.1% 152
2023
Q1 		$236K Sell
3,240
-64
-2% -$4.6K 0.1% 150
2022
Q4 		$238K Buy
3,304
+2,139
+184% +$152K 0.11% 148
2022
Q3 		$77K Hold
1,165
– – 0.04% 212
2022
Q2 		$82K Hold
1,165
– – 0.04% 213
2022
Q1 		$90K Buy
1,165
+500
+75% +$37.9K 0.04% 219
2021
Q4 		$54K Sell
665
-4,450
-87% -$345K 0.02% 237
2021
Q3 		$376K Hold
5,115
– – 0.16% 116
2021
Q2 		$377K Hold
5,115
– – 0.17% 118
2021
Q1 		$354K Sell
5,115
-1,175
-19% -$79.4K 0.17% 114
2020
Q4 		$427K Hold
6,290
– – 0.22% 99
2020
Q3 		$401K Hold
6,290
– – 0.23% 101
2020
Q2 		$381K Sell
6,290
-5,685
-47% -$337K 0.25% 93
2020
Q1 		$647K Buy
11,975
+1,575
+15% +$99.9K 0.51% 59
2019
Q4 		$682K Buy
+10,400
New +$668K 0.44% 66

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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

Independence Bank of Kentucky's USMV Position: Q2 2026 in Review

Independence Bank of Kentucky increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.57% in Q2 2026, buying an estimated $34.6K and bringing the position to 63,882 shares worth $6.16M. The position accounts for 0.69% of the portfolio, ranked #32.

Independence Bank of Kentucky first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.39M in Q3 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Independence Bank of Kentucky held 63,882 shares of iShares MSCI USA Min Vol Factor ETF worth $6.16M as of Q2 2026.
  • Independence Bank of Kentucky bought 365 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $34.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.69% of Independence Bank of Kentucky's portfolio in Q2 2026, its #32 holding.
  • Independence Bank of Kentucky first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Independence Bank of Kentucky's iShares MSCI USA Min Vol Factor ETF position peaked at $6.39M in Q3 2025.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.