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Ishares Tr usa min vo shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners 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 BlueStem Wealth Partners 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 BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 132k 92.74

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Schwab International Equity Etf Etf (SCHF)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Columbia Research Enhanced Core Etf Etf (RECS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Growth Etf Etf (VUG)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)
Vanguard Total Bond Market Etf Etf (BND)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
State Street Energy Select Sector Spdr Etf Etf (XLE)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)

View all positions for BlueStem Wealth Partners

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
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