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Ishares Tr usa min vo shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 95.14
2020-12-31 $886k 13k 67.91

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View all positions for Beta Wealth

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