Valley Wealth Managers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Valley Wealth Managers’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	$487	Sell	5 -312	-98%	-$30.9K	﹤0.01%	320
2026 Q2	$30.6K	Buy	317 +312	+6,240%	+$29.6K	﹤0.01%	240
2026 Q1	$464	Sell	5 -1,399	-100%	-$133K	﹤0.01%	299
2025 Q4	$132K	Hold	1,404	–	–	0.01%	183
2025 Q3	$134K	Sell	1,404 -134,518	-99%	-$12.6M	0.01%	177
2025 Q2	$12.8M	Buy	+135,922	New	+$12.5M	0.92%	46
2023 Q4	–	Sell	-202	Closed	-$14.6K	–	377
2023 Q3	$14.6K	Buy	+202	New	+$15.1K	﹤0.01%	274

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Valley Wealth Managers's USMV Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 98% in Q3 2026, selling an estimated $30.9K and leaving 5 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Valley Wealth Managers first reported a position in USMV in Q3 2023 and has held it in 7 quarters since. The position peaked at $12.8M in Q2 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Valley Wealth Managers held 5 shares of iShares MSCI USA Min Vol Factor ETF worth $487 as of Q3 2026.
Valley Wealth Managers sold 312 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $30.9K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #320 holding.
Valley Wealth Managers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 7 quarters since.
Valley Wealth Managers's iShares MSCI USA Min Vol Factor ETF position peaked at $12.8M in Q2 2025.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.