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 Q3	–	Sell	-186	Closed	-$17.9K	–	832
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Investors Research Corp's USMV Position: Q3 2026 in Review

Investors Research Corp sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 186 shares — an estimated $17.9K sold.

Investors Research Corp first reported a position in USMV in Q2 2019 and held it in 26 quarters. The position peaked at $25.5K in Q4 2025. 133 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Investors Research Corp reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Investors Research Corp sold 186 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $17.9K.
Investors Research Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 26 quarters.
Investors Research Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $25.5K in Q4 2025.
133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.