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Ishares Tr usa min vo shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial 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 Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 2.9k 92.73

More positions owned by Baltimore-Washington Financial Advisors

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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
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Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr State Street Com (XLC)
Spdr Series Trust State Street Spd (LGLV)

View all positions for Baltimore-Washington Financial 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