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Ishares Tr usa min vo shares owned by Accredited Investor Services

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

Historical chart of Accredited Investor Services investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Accredited Investor Services 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 Accredited Investor Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $938k 9.9k 95.14
2025-06-30 $926k 9.9k 93.87
2025-03-31 $948k 10k 93.66

More positions owned by Accredited Investor Services

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Nuveen Insured Tax-Free Adv Munici (NEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Nuveen Muni Value Fund (NUV)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Accredited Investor Services

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