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Ishares Tr usa min vo shares owned by Advocate Investing Services

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

Historical chart of Advocate Investing Services 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 Advocate Investing 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 Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3k 24 96.46

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Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
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Select Sector Spdr Tr St Str Stapl Etf (XLP)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Spdr Series Trust St Str Sp Metal (XME)
Ishares Tr Global Energ Etf (IXC)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Ishares Msci Emrg Chn (EMXC)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Wal-Mart Stores (WMT)
Select Sector Spdr Tr St Str Energ Etf (XLE)

View all positions for Advocate Investing Services

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Morgan Stanley
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Catalyst Capital Advisors
Millburn Ridgefield
Pnc Financial Services
Envestnet Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo