Post Resch Tallon Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Post Resch Tallon Group’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	$775K	Buy	8,038 +150	+2%	+$14.2K	0.54%	41
2026 Q1	$731K	Buy	7,888 +530	+7%	+$50.3K	0.59%	40
2025 Q4	$693K	Buy	7,358 +100	+1%	+$9.42K	0.59%	39
2025 Q3	$690K	Buy	7,258 +470	+7%	+$44K	0.61%	38
2025 Q2	$637K	Hold	6,788	–	–	0.61%	39
2025 Q1	$632K	Sell	6,788 -212	-3%	-$19.5K	0.64%	36
2024 Q4	$621K	Buy	+7,000	New	+$642K	0.6%	37

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Post Resch Tallon Group's USMV Position: Q2 2026 in Review

Post Resch Tallon Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 8,038 shares worth $775K. The position accounts for 0.54% of the portfolio, ranked #41.

Post Resch Tallon Group first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Post Resch Tallon Group held 8,038 shares of iShares MSCI USA Min Vol Factor ETF worth $775K as of Q2 2026.
Post Resch Tallon Group bought 150 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $14.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.54% of Post Resch Tallon Group's portfolio in Q2 2026, its #41 holding.
Post Resch Tallon Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.