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Ishares Tr usa min vo shares owned by Adviser Investments

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

Historical chart of Adviser Investments investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 142k 91.31
2021-03-31 $493k 7.1k 69.21
2019-09-30 $296k 4.6k 64.14

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Adviser Investments

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James Financial
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Alaska Permanent Fund Corp
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Raymond James Financial Services Advisors

View all funds holding Ishares Tr usa min vo