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Ishares Tr usa min vo shares owned by American Wealth Advisors

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

Historical chart of American Wealth Advisors 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 American Wealth Advisors 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 American Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $198k 2.1k 94.17

More positions owned by American Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr North Amern Nat (IGE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for American Wealth Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
BlackRock
Pnc Financial Services
Envestnet Asset Management
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo