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Ishares Tr usa min vo shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions 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 BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 92k 95.14
2025-06-30 $8.7M 93k 93.87
2025-03-31 $8.3M 89k 93.66
2024-12-31 $7.6M 82k 93.31

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

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