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Ishares Tr usa min vo shares owned by JNB Advisors

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

Historical chart of JNB Advisors 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 JNB Advisors 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 JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 5.3k 83.58
2023-12-31 $550k 7.1k 78.03
2023-09-30 $644k 8.9k 72.38

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Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB Advisors

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