YWS
USMV icon

Yarger Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Yarger Wealth Strategies’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 		$1.32M Buy
13,525
+176
+1% +$16.7K 0.48% 46
2026
Q1 		$1.24M Buy
13,349
+52
+0.4% +$4.94K 0.5% 42
2025
Q4 		$1.25M Buy
13,297
+51
+0.4% +$4.8K 0.54% 37
2025
Q3 		$1.26M Buy
13,246
+47
+0.4% +$4.4K 0.58% 38
2025
Q2 		$1.24M Buy
13,199
+43
+0.3% +$3.96K 0.65% 36
2025
Q1 		$1.23M Buy
13,156
+42
+0.3% +$3.87K 0.72% 30
2024
Q4 		$1.16M Sell
13,114
-910
-6% -$83.5K 0.67% 33
2024
Q3 		$1.28M Buy
14,024
+58
+0.4% +$5.11K 0.71% 32
2024
Q2 		$1.17M Buy
13,966
+47
+0.3% +$3.87K 0.71% 33
2024
Q1 		$1.16M Buy
13,919
+87
+0.6% +$7.02K 0.79% 30
2023
Q4 		$1.08M Buy
13,832
+139
+1% +$10.4K 0.87% 25
2023
Q3 		$991K Sell
13,693
-383
-3% -$28.6K 0.84% 25
2023
Q2 		$1.05M Sell
14,076
-186
-1% -$13.6K 0.94% 23
2023
Q1 		$1.04M Buy
14,262
+457
+3% +$32.8K 1.14% 21
2022
Q4 		$995K Buy
13,805
+60
+0.4% +$4.27K 1.23% 19
2022
Q3 		$909K Sell
13,745
-860
-6% -$62K 1.21% 19
2022
Q2 		$1.04M Sell
14,605
-35
-0.2% -$2.56K 1.35% 17
2022
Q1 		$1.14M Sell
14,640
-26,969
-65% -$2.04M 1.48% 15
2021
Q4 		$3.37M Buy
+41,609
New +$3.22M 3.63% 13

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return