IRAG
USMV icon

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

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

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. 427 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.
  • 427 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.