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Ishares Tr usa min vo shares owned by AAFCPAs Wealth Management

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

Historical chart of AAFCPAs 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 AAFCPAs Wealth Management 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 AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 11k 95.14
2025-06-30 $17M 180k 93.87

More positions owned by AAFCPAs Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Enhanced Large (FELC)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for AAFCPAs Wealth Management

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo