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Institute for Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Institute for Wealth Management’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 		$429K Sell
4,444
-512
-10% -$48.6K 0.04% 357
2026
Q1 		$460K Buy
4,956
+159
+3% +$15.1K 0.05% 339
2025
Q4 		$452K Sell
4,797
-4,239
-47% -$399K 0.05% 333
2025
Q3 		$860K Sell
9,036
-2,078
-19% -$195K 0.09% 224
2025
Q2 		$1.04M Sell
11,114
-46,982
-81% -$4.32M 0.12% 185
2025
Q1 		$5.44M Buy
58,096
+48,855
+529% +$4.5M 0.7% 23
2024
Q4 		$821K Sell
9,241
-42,062
-82% -$3.86M 0.1% 210
2024
Q3 		$4.68M Buy
51,303
+42,595
+489% +$3.76M 0.59% 30
2024
Q2 		$731K Sell
8,708
-1,714
-16% -$141K 0.1% 210
2024
Q1 		$871K Sell
10,422
-945
-8% -$76.2K 0.11% 189
2023
Q4 		$887K Sell
11,367
-851
-7% -$63.5K 0.14% 170
2023
Q3 		$884K Buy
12,218
+403
+3% +$30K 0.16% 159
2023
Q2 		$878K Sell
11,815
-1,200
-9% -$87.7K 0.15% 166
2023
Q1 		$947K Sell
13,015
-40,650
-76% -$2.92M 0.18% 149
2022
Q4 		$3.87M Sell
53,665
-4,003
-7% -$285K 0.81% 13
2022
Q3 		$3.81M Sell
57,668
-4,940
-8% -$356K 0.86% 14
2022
Q2 		$4.4M Buy
62,608
+51,527
+465% +$3.77M 0.86% 12
2022
Q1 		$860K Sell
11,081
-148
-1% -$11.2K 0.14% 188
2021
Q4 		$908K Buy
11,229
+1,038
+10% +$80.4K 0.15% 175
2021
Q3 		$749K Sell
10,191
-1,004
-9% -$76.5K 0.13% 191
2021
Q2 		$824K Sell
11,195
-18
-0.2% -$1.3K 0.14% 181
2021
Q1 		$776K Buy
11,213
+179
+2% +$12.1K 0.15% 186
2020
Q4 		$749K Sell
11,034
-751
-6% -$49.4K 0.15% 174
2020
Q3 		$751K Sell
11,785
-110
-0.9% -$6.98K 0.17% 153
2020
Q2 		$721K Sell
11,895
-1,077
-8% -$63.9K 0.18% 151
2020
Q1 		$701K Sell
12,972
-1,992
-13% -$126K 0.22% 134
2019
Q4 		$982K Sell
14,964
-2,542
-15% -$163K 0.22% 124
2019
Q3 		$1.12M Sell
17,506
-12,150
-41% -$770K 0.28% 99
2019
Q2 		$1.83M Buy
29,656
+7,609
+35% +$457K 0.41% 56
2019
Q1 		$1.3M Buy
22,047
+9,077
+70% +$508K 0.28% 93
2018
Q4 		$680K Buy
+12,970
New +$713K 0.28% 112
2018
Q1 		– Sell
-6,731
Closed -$355K – 393
2017
Q4 		$355K Buy
+6,731
New +$349K 0.08% 275
2015
Q4 		$6.48M Buy
155,017
+50,859
+49% +$2.12M 9.68% 2
2015
Q3 		$4.12M Buy
104,158
+1,920
+2% +$78.5K 7.83% 3
2015
Q2 		$4.12M Buy
+102,238
New +$4.23M 5.32% 3

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Institute for Wealth Management's USMV Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, selling an estimated $48.6K and leaving 4,444 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #357.

Institute for Wealth Management first reported a position in USMV in Q2 2015 and has held it in 35 quarters since. The position peaked at $6.48M in Q4 2015. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Institute for Wealth Management held 4,444 shares of iShares MSCI USA Min Vol Factor ETF worth $429K as of Q2 2026.
  • Institute for Wealth Management sold 512 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $48.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 35 quarters since.
  • Institute for Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.48M in Q4 2015.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.