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Ishares Tr usa min vo shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by HBC Financial Services, P 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 HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 4 0.00
2023-12-31 $0 4 0.00

More positions owned by HBC Financial Services, P

iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Apple Stock (AAPL)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Costco Wholesale Corp Stock (COST)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Berkshire Hathaway Inc Class A Stock (BRK.A)

View all positions for HBC Financial Services, P

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
Wells Fargo & Company
UBS Group
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