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Ishares Tr usa min vo shares owned by Certus Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Certus Wealth Management from 13F filings

Historical chart of Certus Wealth Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 14k 81.11
2023-12-31 $1.6M 20k 78.03
2023-09-30 $1.9M 26k 72.38

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Certus Wealth Management

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo