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Independent Wealth Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-3,444
Closed -$324K – 346
2025
Q4 		$324K Buy
3,444
+92
+3% +$8.67K 0.1% 197
2025
Q3 		$319K Buy
3,352
+139
+4% +$13K 0.1% 200
2025
Q2 		$302K Sell
3,213
-39
-1% -$3.59K 0.11% 193
2025
Q1 		$305K Buy
3,252
+161
+5% +$14.8K 0.12% 181
2024
Q4 		$274K Buy
3,091
+208
+7% +$19.1K 0.11% 182
2024
Q3 		$263K Sell
2,883
-37
-1% -$3.26K 0.12% 180
2024
Q2 		$245K Buy
2,920
+28
+1% +$2.31K 0.11% 184
2024
Q1 		$242K Sell
2,892
-1,374
-32% -$111K 0.11% 186
2023
Q4 		$333K Sell
4,266
-814
-16% -$60.7K 0.18% 137
2023
Q3 		$368K Buy
5,080
+245
+5% +$18.3K 0.23% 115
2023
Q2 		$359K Buy
4,835
+318
+7% +$23.2K 0.22% 122
2023
Q1 		$329K Buy
4,517
+208
+5% +$14.9K 0.21% 119
2022
Q4 		$311K Sell
4,309
-846
-16% -$60.2K 0.21% 123
2022
Q3 		$341K Buy
5,155
+1,576
+44% +$114K 0.27% 103
2022
Q2 		$251K Buy
+3,579
New +$262K 0.18% 141

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Wealth Network's USMV Position: Q1 2026 in Review

Independent Wealth Network sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,444 shares — an estimated $324K sold.

Independent Wealth Network first reported a position in USMV in Q2 2022 and held it in 15 quarters. The position peaked at $368K in Q3 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Independent Wealth Network reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 3,444 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $324K.
  • Independent Wealth Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 15 quarters.
  • Independent Wealth Network's iShares MSCI USA Min Vol Factor ETF position peaked at $368K in Q3 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.