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InTrack Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

InTrack Investment 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 		$249K Hold
2,585
– – 0.12% 104
2026
Q1 		$240K Sell
2,585
-96
-4% -$9.12K 0.14% 104
2025
Q4 		$252K Hold
2,681
– – 0.14% 100
2025
Q3 		$255K Hold
2,681
– – 0.15% 98
2025
Q2 		$252K Sell
2,681
-554
-17% -$51K 0.17% 101
2025
Q1 		$303K Sell
3,235
-150
-4% -$13.8K 0.28% 75
2024
Q4 		$300K Hold
3,385
– – 0.21% 96
2024
Q3 		$309K Sell
3,385
-425
-11% -$37.5K 0.22% 102
2024
Q2 		$320K Buy
3,810
+225
+6% +$18.5K 0.23% 111
2024
Q1 		$300K Sell
3,585
-300
-8% -$24.2K 0.22% 112
2023
Q4 		$303K Sell
3,885
-696
-15% -$51.9K 0.23% 111
2023
Q3 		$332K Sell
4,581
-3,072
-40% -$229K 0.29% 102
2023
Q2 		$569K Buy
+7,653
New +$559K 0.46% 75

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

InTrack Investment Management's USMV Position: Q2 2026 in Review

InTrack Investment Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,585 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #104.

InTrack Investment Management first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $569K in Q2 2023. 345 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • InTrack Investment Management held 2,585 shares of iShares MSCI USA Min Vol Factor ETF worth $249K as of Q2 2026.
  • InTrack Investment Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of InTrack Investment Management's portfolio in Q2 2026, its #104 holding.
  • InTrack Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • InTrack Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $569K in Q2 2023.
  • 345 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.