Impact Partnership Wealth »

Ishares Tr usa min vo shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth 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 Impact Partnership Wealth 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 Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $860k 11k 78.03
2023-09-30 $3.9M 54k 72.36
2023-06-30 $30k 408 74.33

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

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