Graves-Light Private Wealth Management »

Ishares Tr usa min vo shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $851k 11k 78.03
2023-09-30 $803k 11k 72.24
2023-06-30 $826k 11k 74.33
2023-03-31 $808k 11k 72.74
2022-12-31 $801k 11k 72.10
2022-09-30 $780k 12k 66.11
2022-06-30 $899k 13k 70.24
2022-03-31 $1.1M 14k 77.58
2021-12-31 $1.2M 15k 80.93
2021-09-30 $1.3M 18k 73.47
2021-06-30 $1.3M 18k 73.61
2021-03-31 $1.3M 19k 69.21
2020-12-31 $1.3M 19k 67.88
2020-09-30 $1.2M 19k 63.74
2020-06-30 $1.1M 19k 60.65
2020-03-31 $1.0M 19k 53.98
2019-12-31 $1.2M 19k 65.60
2019-09-30 $1.8M 29k 63.95
2019-06-30 $2.5M 41k 61.73
2019-03-31 $2.7M 47k 58.81
2018-12-31 $1.4M 27k 52.40

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo