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Ishares Tr usa min vo shares owned by Diversify Advisory Services

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Diversify Advisory Services from 13F filings

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 60k 83.28

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Russell 2000 Etf (IWM)
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Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr Rus Mid Cap Etf (IWR)
Advanced Micro Devices (AMD)

View all positions for Diversify Advisory Services

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
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

View all funds holding Ishares Tr usa min vo