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

Investment Partners Asset 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	$772K	Buy	8,004 +1	+0%	+$95	0.43%	67
2026 Q1	$742K	Buy	8,003 +41	+0.5%	+$3.89K	0.46%	61
2025 Q4	$750K	Buy	7,962 +157	+2%	+$14.8K	0.47%	60
2025 Q3	$743K	Sell	7,805 -1,925	-20%	-$180K	0.49%	56
2025 Q2	$913K	Buy	9,730 +605	+7%	+$55.7K	0.64%	47
2025 Q1	$855K	Sell	9,125 -184	-2%	-$16.9K	0.67%	42
2024 Q4	$827K	Buy	9,309 +137	+1%	+$12.6K	0.65%	44
2024 Q3	$838K	Sell	9,172 -14	-0.2%	-$1.23K	0.69%	42
2024 Q2	$771K	Buy	9,186 +1	+0%	+$82	0.69%	44
2024 Q1	$768K	Sell	9,185 -27	-0.3%	-$2.18K	0.69%	43
2023 Q4	$719K	Buy	+9,212	New	+$687K	0.72%	44

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Investment Partners Asset Management's USMV Position: Q2 2026 in Review

Investment Partners Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.01% in Q2 2026, buying an estimated $95 and bringing the position to 8,004 shares worth $772K. The position accounts for 0.43% of the portfolio, ranked #67.

Investment Partners Asset Management first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $913K in Q2 2025. 640 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Investment Partners Asset Management held 8,004 shares of iShares MSCI USA Min Vol Factor ETF worth $772K as of Q2 2026.
Investment Partners Asset Management bought 1 iShares MSCI USA Min Vol Factor ETF share in Q2 2026, an estimated $95.
iShares MSCI USA Min Vol Factor ETF made up 0.43% of Investment Partners Asset Management's portfolio in Q2 2026, its #67 holding.
Investment Partners Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $913K in Q2 2025.
640 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.