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Ishares Tr usa min vo shares owned by Certus Wealth Management

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

Historical chart of Certus 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 Certus 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $980k 11k 91.31
2024-06-30 $927k 11k 83.96
2024-03-31 $1.1M 14k 81.11
2023-12-31 $1.6M 20k 78.03
2023-09-30 $1.9M 26k 72.38

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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
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Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus 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