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Ishares Tr usa min vo shares owned by Addison Capital

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

Historical chart of Addison Capital 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 Addison Capital 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 Addison Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 17k 92.74

More positions owned by Addison Capital

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Us Treas Bd Etf (GOVT)
Cheniere Energy Com New (LNG)
Janus Detroit Str Tr Henderson Securi (JSI)
Johnson & Johnson (JNJ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)

View all positions for Addison Capital

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo