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JT Stratford LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JT Stratford LLC’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
Q1 		$606K Hold
6,532
– – 0.08% 193
2025
Q4 		$615K Hold
6,532
– – 0.08% 195
2025
Q3 		$621K Buy
6,532
+80
+1% +$7.49K 0.08% 196
2025
Q2 		$606K Hold
6,452
– – 0.09% 181
2025
Q1 		$604K Hold
6,452
– – 0.11% 186
2024
Q4 		$573K Sell
6,452
-125
-2% -$11.5K 0.09% 187
2024
Q3 		$601K Sell
6,577
-5
-0.1% -$441 0.1% 185
2024
Q2 		$553K Hold
6,582
– – 0.1% 183
2024
Q1 		$550K Sell
6,582
-94
-1% -$7.58K 0.11% 185
2023
Q4 		$521K Sell
6,676
-2,346
-26% -$175K 0.12% 176
2023
Q3 		$653K Sell
9,022
-907
-9% -$67.6K 0.17% 141
2023
Q2 		$738K Sell
9,929
-447
-4% -$32.7K 0.2% 122
2023
Q1 		$755K Sell
10,376
-253
-2% -$18.2K 0.22% 110
2022
Q4 		$766K Buy
10,629
+1,586
+18% +$113K 0.25% 106
2022
Q3 		$598K Sell
9,043
-45
-0.5% -$3.24K 0.21% 97
2022
Q2 		$638K Sell
9,088
-602
-6% -$44.1K 0.2% 100
2022
Q1 		$752K Sell
9,690
-1,182
-11% -$89.5K 0.22% 91
2021
Q4 		$880K Sell
10,872
-421
-4% -$32.6K 0.24% 92
2021
Q3 		$830K Sell
11,293
-710
-6% -$54.1K 0.25% 92
2021
Q2 		$884K Sell
12,003
-3,060
-20% -$221K 0.28% 93
2021
Q1 		$1.04M Sell
15,063
-5,600
-27% -$379K 0.37% 72
2020
Q4 		$1.4M Sell
20,663
-490
-2% -$32.3K 0.53% 50
2020
Q3 		$1.35M Sell
21,153
-1,258
-6% -$79.8K 0.58% 47
2020
Q2 		$1.36M Sell
22,411
-1,683
-7% -$99.9K 0.7% 51
2020
Q1 		$1.3M Sell
24,094
-10,080
-29% -$639K 0.8% 39
2019
Q4 		$2.24M Sell
34,174
-3,788
-10% -$243K 1.03% 27
2019
Q3 		$2.43M Buy
37,962
+4,123
+12% +$261K 1.37% 20
2019
Q2 		$2.09M Buy
33,839
+3,674
+12% +$221K 1.16% 20
2019
Q1 		$1.77M Buy
30,165
+9,999
+50% +$560K 1.02% 32
2018
Q4 		$1.06M Buy
20,166
+2,865
+17% +$157K 0.7% 48
2018
Q3 		$987K Buy
17,301
+1,461
+9% +$81.4K 0.57% 51
2018
Q2 		$842K Sell
15,840
-83
-0.5% -$4.37K 0.52% 57
2018
Q1 		$827K Buy
15,923
+160
+1% +$8.47K 0.52% 54
2017
Q4 		$832K Buy
15,763
+2,328
+17% +$121K 0.54% 52
2017
Q3 		$676K Buy
13,435
+2,395
+22% +$119K 0.44% 57
2017
Q2 		$540K Buy
11,040
+785
+8% +$38.2K 0.38% 63
2017
Q1 		$489K Buy
10,255
+1,045
+11% +$48.9K 0.36% 64
2016
Q4 		$416K Buy
+9,210
New +$411K 0.35% 73

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JT Stratford LLC's USMV Position: Q1 2026 in Review

JT Stratford LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 6,532 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #193.

JT Stratford LLC first reported a position in USMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.43M in Q3 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • JT Stratford LLC held 6,532 shares of iShares MSCI USA Min Vol Factor ETF worth $606K as of Q1 2026.
  • JT Stratford LLC left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of JT Stratford LLC's portfolio in Q1 2026, its #193 holding.
  • JT Stratford LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • JT Stratford LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $2.43M in Q3 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.