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Ishares Tr usa min vo shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 2.3k 91.31

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard World Mega Cap Val Etf (MGV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Faln Angls Usd (FALN)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Breakwater Capital Group

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo