IRON Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

IRON Financial’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	$1.09M	Buy	11,249 +11	+0.1%	+$1.04K	0.45%	45
2026 Q1	$1.04M	Sell	11,238 -3,204	-22%	-$304K	0.46%	42
2025 Q4	$1.36M	Sell	14,442 -37	-0.3%	-$3.48K	0.63%	31
2025 Q3	$1.38M	Sell	14,479 -202	-1%	-$18.9K	0.66%	28
2025 Q2	$1.38M	Sell	14,681 -6,163	-30%	-$567K	0.71%	28
2025 Q1	$1.95M	Sell	20,844 -63	-0.3%	-$5.8K	1.09%	22
2024 Q4	$1.86M	Sell	20,907 -529	-2%	-$48.5K	1.04%	23
2024 Q3	$1.96M	Sell	21,436 -203	-0.9%	-$17.9K	1.07%	22
2024 Q2	$1.82M	Sell	21,639 -251	-1%	-$20.7K	1.02%	21
2024 Q1	$1.83M	Sell	21,890 -522	-2%	-$42.1K	1.02%	21
2023 Q4	$1.75M	Sell	22,412 -15,976	-42%	-$1.19M	0.99%	22
2023 Q3	$2.78M	Sell	38,388 -463	-1%	-$34.5K	1.61%	17
2023 Q2	$2.89M	Sell	38,851 -148	-0.4%	-$10.8K	1.55%	18
2023 Q1	$2.84M	Sell	38,999 -812	-2%	-$58.4K	1.56%	18
2022 Q4	$2.87M	Sell	39,811 -2,632	-6%	-$187K	1.65%	17
2022 Q3	$2.81M	Sell	42,443 -771	-2%	-$55.6K	1.54%	17
2022 Q2	$3.03M	Sell	43,214 -1,185	-3%	-$86.8K	1.59%	17
2022 Q1	$3.44M	Sell	44,399 -721	-2%	-$54.6K	1.59%	17
2021 Q4	$3.65M	Buy	45,120 +1,535	+4%	+$119K	1.63%	15
2021 Q3	$3.2M	Sell	43,585 -3,563	-8%	-$271K	1.54%	20
2021 Q2	$3.47M	Sell	47,148 -4,200	-8%	-$303K	1.62%	15
2021 Q1	$3.55M	Sell	51,348 -60,772	-54%	-$4.11M	1.87%	16
2020 Q4	$7.61M	Buy	112,120 +2,068	+2%	+$136K	3.83%	9
2020 Q3	$7.01M	Sell	110,052 -4,540	-4%	-$288K	3.87%	9
2020 Q2	$6.95M	Sell	114,592 -22,958	-17%	-$1.36M	3.58%	9
2020 Q1	$7.43M	Buy	137,550 +6,385	+5%	+$405K	4.65%	7
2019 Q4	$8.6M	Buy	131,165 +29,664	+29%	+$1.91M	4.1%	10
2019 Q3	$6.51M	Buy	+101,501	New	+$6.43M	4.85%	5

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IRON Financial's USMV Position: Q2 2026 in Review

IRON Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.1% in Q2 2026, buying an estimated $1.04K and bringing the position to 11,249 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #45.

IRON Financial first reported a position in USMV in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.6M in Q4 2019. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

IRON Financial held 11,249 shares of iShares MSCI USA Min Vol Factor ETF worth $1.09M as of Q2 2026.
IRON Financial bought 11 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.04K.
iShares MSCI USA Min Vol Factor ETF made up 0.45% of IRON Financial's portfolio in Q2 2026, its #45 holding.
IRON Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 28 quarters since.
IRON Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $8.6M in Q4 2019.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.