Security Financial Services, INC. USMV holdings history
ISHARES MSCI USA MIN VOL FAC · CUSIP 46429B697 · CIK 1913590
As of 2026-06-30, Security Financial Services, INC. reported 6.63K USMV (shares), valued at $639.92K, or 0.09% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 0.99%; reported value increased 2.99%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.09% | 6,634 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 0.10% | 6,700 | SEC filing ↗Filed May 27, 2026 |
| Q4 2025 | 0.13% | 8,876 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 0.14% | 8,923 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.17% | 10,173 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.18% | 9,599 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.31% | 17,117 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.33% | 17,979 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.34% | 18,641 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 0.65% | 34,225 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 1.93% | 100,727 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 3.23% | 157,843 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.23% | 157,843 | $11.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.93% | 100,727 | $7.86M | Shares decreased 36.19%; reported value decreased 31.20%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 0.65% | 34,225 | $2.86M | Shares decreased 66.02%; reported value decreased 63.61%, and weight changed -1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 0.34% | 18,641 | $1.57M | Shares decreased 45.53%; reported value decreased 45.29%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 0.33% | 17,979 | $1.64M | Shares decreased 3.55%; reported value increased 4.89%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 0.31% | 17,117 | $1.52M | Shares decreased 4.79%; reported value decreased 7.42%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.18% | 9,599 | $899.04K | Shares decreased 43.92%; reported value decreased 40.85%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 0.17% | 10,173 | $954.94K | Shares increased 5.98%; reported value increased 6.22%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 0.14% | 8,923 | $848.93K | Shares decreased 12.29%; reported value decreased 11.10%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.13% | 8,876 | $835.76K | Shares decreased 0.53%; reported value decreased 1.55%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.10% | 6,700 | $621.36K | Shares decreased 24.52%; reported value decreased 25.65%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q2 2026 | 0.09% | 6,634 | $639.92K | Shares decreased 0.99%; reported value increased 2.99%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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