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Ishares Tr usa min vo shares owned by Aspen Private Advisors

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

Historical chart of Aspen Private 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 Aspen Private 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 Aspen Private Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $17M 176k 96.46

More positions owned by Aspen Private Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Msci Usa Min Etf (USMV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Aspen Private Advisors

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Catalyst Capital Advisors
Millburn Ridgefield
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