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Ishares Tr usa min vo shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy 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 Atlas Legacy 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 95.14
2025-06-30 $1.2M 13k 93.87
2025-03-31 $1.2M 13k 92.85
2024-12-31 $1.1M 13k 88.79

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Ishares Tr Calif Mun Bd Etf (CMF)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
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NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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