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Ishares Tr usa min vo shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management 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 Brown Wealth 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 42k 83.96
2024-03-31 $3.5M 42k 83.58
2023-12-31 $3.4M 44k 78.03
2023-09-30 $3.6M 50k 72.38
2023-06-30 $6.9M 93k 74.33

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Proshares Tr S&p Tech Dividen (TDV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo