Investment Research & Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Investment Research & Advisory Group’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	$8.68K	Buy	+90	New	+$8.54K	﹤0.01%	242
2023 Q3	–	Sell	-24	Closed	-$1.78K	–	232
2023 Q2	$1.78K	Buy	+24	New	+$1.75K	﹤0.01%	196
2021 Q1	–	Sell	-1,274	Closed	-$86K	–	148
2020 Q4	$86K	Hold	1,274	–	–	0.06%	82
2020 Q3	$81K	Buy	+1,274	New	+$80.8K	0.07%	83

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investment Research & Advisory Group's USMV Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 90 shares worth $8.68K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in USMV as recently as Q2 2023.

Investment Research & Advisory Group first reported a position in USMV in Q3 2020 and has held it in 4 quarters since. The position peaked at $86K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Investment Research & Advisory Group held 90 shares of iShares MSCI USA Min Vol Factor ETF worth $8.68K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Investment Research & Advisory Group position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #242 holding.
Investment Research & Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 4 quarters since.
Investment Research & Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $86K in Q4 2020.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.