Rockwood Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rockwood Wealth Management’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	$303K	Hold	3,144	–	–	0.02%	108
2026 Q1	$292K	Sell	3,144 -63	-2%	-$5.98K	0.02%	95
2025 Q4	$302K	Buy	3,207 +159	+5%	+$15K	0.02%	90
2025 Q3	$290K	Hold	3,048	–	–	0.02%	85
2025 Q2	$286K	Hold	3,048	–	–	0.03%	81
2025 Q1	$285K	Hold	3,048	–	–	0.03%	76
2024 Q4	$270K	Hold	3,048	–	–	0.03%	74
2024 Q3	$278K	Sell	3,048 -351	-10%	-$30.9K	0.03%	70
2024 Q2	$285K	Sell	3,399 -17	-0.5%	-$1.4K	0.03%	67
2024 Q1	$286K	Hold	3,416	–	–	0.04%	68
2023 Q4	$267K	Hold	3,416	–	–	0.04%	65
2023 Q3	$247K	Hold	3,416	–	–	0.04%	59
2023 Q2	$254K	Hold	3,416	–	–	0.04%	67
2023 Q1	$248K	Sell	3,416 -1,481	-30%	-$106K	0.05%	61
2022 Q4	$353K	Buy	+4,897	New	+$348K	0.08%	48

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rockwood Wealth Management's USMV Position: Q2 2026 in Review

Rockwood Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,144 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #108.

Rockwood Wealth Management first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $353K in Q4 2022. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Rockwood Wealth Management held 3,144 shares of iShares MSCI USA Min Vol Factor ETF worth $303K as of Q2 2026.
Rockwood Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #108 holding.
Rockwood Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Rockwood Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $353K in Q4 2022.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.