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Petix & Botte Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Petix & Botte 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 		$3.36M Buy
34,820
+17,165
+97% +$1.63M 0.68% 33
2026
Q1 		$3.27M Sell
17,655
-19,297
-52% -$1.83M 0.73% 33
2025
Q4 		$3.48M Sell
36,952
-5,141
-12% -$484K 0.79% 32
2025
Q3 		$4M Sell
42,093
-4,246
-9% -$398K 0.92% 31
2025
Q2 		$4.35M Sell
46,339
-625
-1% -$57.5K 1.07% 28
2025
Q1 		$4.4M Sell
46,964
-2,318
-5% -$213K 1.16% 28
2024
Q4 		$4.38M Sell
49,282
-16,378
-25% -$1.5M 1.15% 28
2024
Q3 		$6M Buy
65,660
+2,582
+4% +$228K 1.6% 19
2024
Q2 		$5.3M Buy
63,078
+30,996
+97% +$2.55M 1.5% 20
2024
Q1 		$2.68M Sell
32,082
-33,341
-51% -$2.69M 0.67% 46
2023
Q4 		$5.1M Buy
65,423
+473
+0.7% +$35.3K 1.5% 20
2023
Q3 		$4.7M Buy
64,950
+3,140
+5% +$234K 1.48% 20
2023
Q2 		$4.59M Buy
61,810
+32,459
+111% +$2.37M 1.43% 20
2023
Q1 		$2.13M Buy
+29,351
New +$2.11M 1.44% 21
2022
Q3 		$1.83M Sell
27,743
-200
-0.7% -$14.4K 1.4% 21
2022
Q2 		$1.96M Sell
27,943
-28,239
-50% -$2.07M 1.44% 21
2022
Q1 		$4.36M Buy
56,182
+28,314
+102% +$2.14M 1.34% 22
2021
Q4 		$2.25M Sell
27,868
-13,754
-33% -$1.06M 1.43% 20
2021
Q3 		$3.06M Buy
41,622
+24,538
+144% +$1.87M 1.04% 24
2021
Q2 		$1.26M Buy
17,084
+2,580
+18% +$186K 0.88% 30
2021
Q1 		$1M Buy
14,504
+1,680
+13% +$114K 0.74% 31
2020
Q4 		$870K Buy
12,824
+385
+3% +$25.3K 0.65% 32
2020
Q3 		$793K Sell
12,439
-10,174
-45% -$646K 0.63% 32
2020
Q2 		$728K Buy
22,613
+12,799
+130% +$760K 0.6% 34
2020
Q1 		$530K Sell
9,814
-8,035
-45% -$510K 0.52% 40
2019
Q4 		$1.17M Buy
+17,849
New +$1.15M 0.92% 28

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Petix & Botte Financial's USMV Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 97% in Q2 2026, buying an estimated $1.63M and bringing the position to 34,820 shares worth $3.36M. The position accounts for 0.68% of the portfolio, ranked #33.

Petix & Botte Financial first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $6M in Q3 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Petix & Botte Financial held 34,820 shares of iShares MSCI USA Min Vol Factor ETF worth $3.36M as of Q2 2026.
  • Petix & Botte Financial bought 17,165 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.63M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.68% of Petix & Botte Financial's portfolio in Q2 2026, its #33 holding.
  • Petix & Botte Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $6M in Q3 2024.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.