LVZ Inc
USMV icon

LVZ Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LVZ Inc’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 		$273K Hold
2,802
– – 0.03% 143
2026
Q2 		$270K Sell
2,802
-146
-5% -$13.9K 0.03% 146
2026
Q1 		$273K Hold
2,948
– – 0.03% 126
2025
Q4 		$278K Hold
2,948
– – 0.03% 134
2025
Q3 		$280K Buy
2,948
+454
+18% +$42.5K 0.03% 128
2025
Q2 		$234K Hold
2,494
– – 0.03% 139
2025
Q1 		$234K Hold
2,494
– – 0.03% 130
2024
Q4 		$221K Hold
2,494
– – 0.03% 135
2024
Q3 		$228K Hold
2,494
– – 0.03% 133
2024
Q2 		$209K Hold
2,494
– – 0.03% 133
2024
Q1 		$208K Buy
+2,494
New +$201K 0.03% 131
2018
Q2 		– Sell
-13,749
Closed -$714K – 77
2018
Q1 		$714K Sell
13,749
-3,069
-18% -$162K 0.19% 34
2017
Q4 		$888K Sell
16,818
-440
-3% -$22.8K 0.26% 28
2017
Q3 		$869K Buy
17,258
+8,076
+88% +$403K 0.28% 28
2017
Q2 		$449K Sell
9,182
-507,287
-98% -$24.7M 0.16% 36
2017
Q1 		$24.6M Buy
516,469
+16,797
+3% +$786K 9.06% 3
2016
Q4 		$22.6M Sell
499,672
-194,160
-28% -$8.66M 8.97% 3
2016
Q3 		$31.5M Sell
693,832
-24,422
-3% -$1.13M 12.94% 1
2016
Q2 		$33.2M Buy
718,254
+28,658
+4% +$1.27M 14.75% 1
2016
Q1 		$30.3M Buy
689,596
+658,718
+2,133% +$27.4M 14.24% 1
2015
Q4 		$1.29M Buy
30,878
+27,718
+877% +$1.15M 0.73% 17
2015
Q3 		$1.25M Sell
3,160
-41,184
-93% -$1.68M 0.81% 16
2015
Q2 		$1.85M Buy
44,344
+14,329
+48% +$592K 1.03% 15
2015
Q1 		$1.24M Buy
30,015
+4,426
+17% +$182K 0.72% 19
2014
Q4 		$1.04M Sell
25,589
-561
-2% -$22.1K 0.77% 18
2014
Q3 		$985K Buy
26,150
+8,161
+45% +$307K 0.73% 19
2014
Q2 		$670K Buy
17,989
+11,785
+190% +$431K 0.5% 20
2014
Q1 		$224K Buy
+6,204
New +$219K 0.18% 22

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AssetMark Inc
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Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

LVZ Inc's USMV Position: Q3 2026 in Review

LVZ Inc held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,802 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #143.

LVZ Inc first reported a position in USMV in Q1 2014 and has held it in 28 quarters since. The position peaked at $33.2M in Q2 2016. 491 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • LVZ Inc held 2,802 shares of iShares MSCI USA Min Vol Factor ETF worth $273K as of Q3 2026.
  • LVZ Inc left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of LVZ Inc's portfolio in Q3 2026, its #143 holding.
  • LVZ Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 28 quarters since.
  • LVZ Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $33.2M in Q2 2016.
  • 491 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.