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Ishares Tr usa min vo shares owned by B&l Asset Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by B&l Asset Management from 13F filings

Historical chart of B&l Asset Management investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by B&l Asset 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 3.1k 95.14
2025-06-30 $293k 3.1k 93.87

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View all positions for B&l Asset 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