Ironwood Wealth Management (West Virginia)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ironwood Wealth Management (West Virginia)’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	$13.8M	Buy	141,399 +4,525	+3%	+$429K	5.83%	10
2026 Q1	$12.8M	Buy	136,874 +478	+0.4%	+$45.4K	5.76%	9
2025 Q4	$12.9M	Sell	136,396 -1,462	-1%	-$138K	5.79%	10
2025 Q3	$13M	Buy	137,858 +4,803	+4%	+$450K	5.94%	9
2025 Q2	$12.4M	Buy	133,055 +183	+0.1%	+$16.8K	5.88%	10
2025 Q1	$11.8M	Sell	132,872 -9,861	-7%	-$907K	6.14%	7
2024 Q4	$12.5M	Buy	142,733 +1,353	+1%	+$124K	6.17%	9
2024 Q3	$12.9M	Sell	141,380 -59,951	-30%	-$5.29M	6.31%	8
2024 Q2	$17.1M	Buy	201,331 +1,151	+0.6%	+$94.8K	8.66%	5
2024 Q1	$16.3M	Sell	200,180 -453	-0.2%	-$36.6K	8.54%	5
2023 Q4	$15.7M	Sell	200,633 -356	-0.2%	-$26.6K	8.61%	5
2023 Q3	$14.4M	Buy	200,989 +244	+0.1%	+$18.2K	8.61%	5
2023 Q2	$14.8M	Sell	200,745 -145	-0.1%	-$10.6K	8.62%	5
2023 Q1	$14.8M	Sell	200,890 -1,556	-0.8%	-$112K	8.81%	5
2022 Q4	$14.9M	Sell	202,446 -437	-0.2%	-$31.1K	8.72%	5
2022 Q3	$13.5M	Sell	202,883 -1,080	-0.5%	-$77.9K	9.67%	4
2022 Q2	$14.6M	Buy	203,963 +753	+0.4%	+$55.1K	10.01%	4
2022 Q1	$15.8M	Sell	203,210 -38,974	-16%	-$2.95M	11.37%	3
2021 Q4	$19.6M	Sell	242,184 -203	-0.1%	-$15.7K	13.71%	1
2021 Q3	$17.8M	Sell	242,387 -2,468	-1%	-$188K	13.21%	2
2021 Q2	$18M	Buy	244,855 +2,516	+1%	+$182K	12.93%	1
2021 Q1	$16.8M	Sell	242,339 -95,544	-28%	-$6.46M	13.26%	2
2020 Q4	$22.9M	Buy	+337,883	New	+$22.2M	20.66%	1

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

Ironwood Wealth Management (West Virginia)'s USMV Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.3% in Q2 2026, buying an estimated $429K and bringing the position to 141,399 shares worth $13.8M. The position accounts for 5.83% of the portfolio, ranked #10.

Ironwood Wealth Management (West Virginia) first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.9M in Q4 2020. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Ironwood Wealth Management (West Virginia) held 141,399 shares of iShares MSCI USA Min Vol Factor ETF worth $13.8M as of Q2 2026.
Ironwood Wealth Management (West Virginia) bought 4,525 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $429K.
iShares MSCI USA Min Vol Factor ETF made up 5.83% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #10 holding.
Ironwood Wealth Management (West Virginia) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Ironwood Wealth Management (West Virginia)'s iShares MSCI USA Min Vol Factor ETF position peaked at $22.9M in Q4 2020.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.