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Ishares Tr usa min vo shares owned by Alexis Investment Partners

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

Historical chart of Alexis Investment Partners 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 Alexis Investment Partners 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 Alexis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 142 95.14
2024-12-31 $13k 142 88.79

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Tjx Cos Stock (TJX)
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Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Global 100 Etf Etf (IOO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
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Vanguard Mega Cap Growth Etf Etf (MGK)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for Alexis Investment Partners

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