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Ishares Tr usa min vo shares owned by Ball & Co Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Ball & Co Wealth Management from 13F filings

Historical chart of Ball & Co Wealth Management 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 Ball & Co Wealth Management 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 71k 95.14
2025-06-30 $21M 219k 93.87
2025-03-31 $20M 213k 93.66
2024-12-31 $32M 364k 88.79

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Min Vol (USMV)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

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