JB Capital
USMV icon

JB Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JB Capital’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
-10,390
Closed -$1M – 287
2026
Q2 		$1M Buy
10,390
+1,669
+19% +$158K 0.03% 143
2026
Q1 		$809K Buy
8,721
+1,145
+15% +$109K 0.03% 150
2025
Q4 		$713K Buy
7,576
+537
+8% +$50.6K 0.03% 160
2025
Q3 		$670K Buy
7,039
+1,177
+20% +$110K 0.03% 156
2025
Q2 		$550K Buy
5,862
+3,097
+112% +$285K 0.03% 158
2025
Q1 		$259K Buy
+2,765
New +$254K 0.01% 194
2024
Q2 		– Sell
-2,718
Closed -$227K – 240
2024
Q1 		$227K Sell
2,718
-127,931
-98% -$10.3M 0.02% 207
2023
Q4 		$10.2M Sell
130,649
-147,128
-53% -$11M 0.75% 26
2023
Q3 		$20.1M Sell
277,777
-57,259
-17% -$4.27M 1.7% 11
2023
Q2 		$24.9M Buy
335,036
+17,375
+5% +$1.27M 2.1% 11
2023
Q1 		$23.1M Buy
317,661
+93,690
+42% +$6.73M 2.11% 11
2022
Q4 		$16.1M Buy
223,971
+9,695
+5% +$690K 1.58% 11
2022
Q3 		$14.2M Buy
214,276
+69,413
+48% +$5M 1.55% 11
2022
Q2 		$10.2M Buy
144,863
+5,413
+4% +$396K 1.09% 13
2022
Q1 		$10.8M Sell
139,450
-4,925
-3% -$373K 1.05% 15
2021
Q4 		$11.7M Buy
+144,375
New +$11.2M 1.14% 16

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

JB Capital's USMV Position: Q3 2026 in Review

JB Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 10,390 shares — an estimated $1M sold.

JB Capital first reported a position in USMV in Q4 2021 and held it in 16 quarters. The position peaked at $24.9M in Q2 2023. 361 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • JB Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • JB Capital sold 10,390 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $1M.
  • JB Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 16 quarters.
  • JB Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $24.9M in Q2 2023.
  • 361 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.