IRON Financial
ACWV icon

IRON Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

IRON Financial’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.94M Buy
48,433
+306
+0.6% +$38.2K 2.47% 10
2026
Q2 		$5.79M Sell
48,127
-320
-0.7% -$38.7K 2.39% 11
2026
Q1 		$5.79M Sell
48,447
-3,762
-7% -$456K 2.53% 10
2025
Q4 		$6.2M Sell
52,209
-482
-0.9% -$57.6K 2.85% 9
2025
Q3 		$6.32M Sell
52,691
-493
-0.9% -$58.5K 3.03% 9
2025
Q2 		$6.31M Sell
53,184
-3,050
-5% -$355K 3.27% 9
2025
Q1 		$6.54M Sell
56,234
-9,955
-15% -$1.12M 3.67% 8
2024
Q4 		$7.23M Sell
66,189
-211
-0.3% -$23.9K 4.06% 8
2024
Q3 		$7.6M Sell
66,400
-810
-1% -$89.1K 4.14% 8
2024
Q2 		$7.03M Sell
67,210
-1,028
-2% -$107K 3.94% 9
2024
Q1 		$7.18M Sell
68,238
-1,518
-2% -$156K 4% 8
2023
Q4 		$7M Sell
69,756
-3,303
-5% -$320K 3.97% 8
2023
Q3 		$6.97M Sell
73,059
-9,368
-11% -$916K 4.05% 8
2023
Q2 		$8.08M Buy
82,427
+258
+0.3% +$25.3K 4.34% 8
2023
Q1 		$7.95M Sell
82,169
-3,396
-4% -$324K 4.36% 7
2022
Q4 		$8.13M Sell
85,565
-1,626
-2% -$153K 4.67% 7
2022
Q3 		$7.72M Sell
87,191
-675
-0.8% -$64.5K 4.24% 7
2022
Q2 		$8.3M Sell
87,866
-2,189
-2% -$217K 4.35% 6
2022
Q1 		$9.44M Sell
90,055
-1,918
-2% -$198K 4.35% 7
2021
Q4 		$10M Buy
91,973
+2,625
+3% +$278K 4.44% 6
2021
Q3 		$9.18M Sell
89,348
-4,195
-4% -$442K 4.4% 7
2021
Q2 		$9.6M Sell
93,543
-3,642
-4% -$372K 4.5% 6
2021
Q1 		$9.6M Sell
97,185
-69,470
-42% -$6.74M 5.06% 5
2020
Q4 		$16.2M Buy
166,655
+960
+0.6% +$90.7K 8.13% 2
2020
Q3 		$15.2M Sell
165,695
-1,296
-0.8% -$118K 8.41% 2
2020
Q2 		$14.6M Buy
166,991
+26,484
+19% +$2.29M 7.54% 3
2020
Q1 		$11.3M Buy
140,507
+27,150
+24% +$2.5M 7.07% 3
2019
Q4 		$10.9M Buy
113,357
+20,485
+22% +$1.95M 5.18% 5
2019
Q3 		$8.8M Buy
92,872
+44,005
+90% +$4.1M 6.55% 4
2019
Q2 		$0 Buy
+48,867
New +$4.41M ﹤0.01% 89

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

IRON Financial's ACWV Position: Q3 2026 in Review

IRON Financial increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.64% in Q3 2026, buying an estimated $38.2K and bringing the position to 48,433 shares worth $5.94M. The position accounts for 2.47% of the portfolio, ranked #10.

IRON Financial first reported a position in ACWV in Q2 2019 and has held it in 30 quarters since. The position peaked at $16.2M in Q4 2020. 159 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • IRON Financial held 48,433 shares of iShares MSCI Global Min Vol Factor ETF worth $5.94M as of Q3 2026.
  • IRON Financial bought 306 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $38.2K.
  • iShares MSCI Global Min Vol Factor ETF made up 2.47% of IRON Financial's portfolio in Q3 2026, its #10 holding.
  • IRON Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and has held it in 30 quarters since.
  • IRON Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $16.2M in Q4 2020.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.