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Ishares Tr usa min vo shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management 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 Bullock Wealth Management 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $73k 785 92.67
2025-12-31 $74k 785 94.16

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Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
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Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Morgan Stanley
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Catalyst Capital Advisors
Millburn Ridgefield
Pnc Financial Services
Envestnet Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo