Investors Research Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Investors Research Corp’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	$17.9K	Hold	186	–	–	﹤0.01%	483
2026 Q1	$17.3K	Sell	186 -85	-31%	-$8.07K	﹤0.01%	495
2025 Q4	$25.5K	Buy	+271	New	+$25.5K	﹤0.01%	513
2025 Q2	–	Sell	-41	Closed	-$3.84K	–	971
2025 Q1	$3.84K	Hold	41	–	–	﹤0.01%	799
2024 Q4	$3.64K	Hold	41	–	–	﹤0.01%	802
2024 Q3	$3.74K	Hold	41	–	–	﹤0.01%	830
2024 Q2	$3.44K	Hold	41	–	–	﹤0.01%	888
2024 Q1	$3.43K	Hold	41	–	–	﹤0.01%	861
2023 Q4	$3.2K	Hold	41	–	–	﹤0.01%	896
2023 Q3	$2.97K	Hold	41	–	–	﹤0.01%	901
2023 Q2	$3.05K	Hold	41	–	–	﹤0.01%	918
2023 Q1	$2.98K	Hold	41	–	–	﹤0.01%	941
2022 Q4	$2.96K	Hold	41	–	–	﹤0.01%	954
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	948
2022 Q2	$3K	Buy	+41	New	+$3K	﹤0.01%	954
2022 Q1	–	Sell	-41	Closed	-$3K	–	1099
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	896
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	913
2021 Q2	$3K	Hold	41	–	–	﹤0.01%	893
2021 Q1	$3K	Hold	41	–	–	﹤0.01%	882
2020 Q4	$3K	Hold	41	–	–	﹤0.01%	979
2020 Q3	$3K	Hold	41	–	–	﹤0.01%	981
2020 Q2	$2K	Hold	41	–	–	﹤0.01%	1022
2020 Q1	$2K	Hold	41	–	–	﹤0.01%	1036
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	1009
2019 Q3	$3K	Hold	41	–	–	﹤0.01%	1010
2019 Q2	$3K	Buy	+41	New	+$2.46K	﹤0.01%	944

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

Investors Research Corp's USMV Position: Q2 2026 in Review

Investors Research Corp held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 186 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Investors Research Corp first reported a position in USMV in Q2 2019 and has held it in 26 quarters since. The position peaked at $25.5K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Investors Research Corp held 186 shares of iShares MSCI USA Min Vol Factor ETF worth $17.9K as of Q2 2026.
Investors Research Corp left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #483 holding.
Investors Research Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 26 quarters since.
Investors Research Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $25.5K in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.