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Ishares Tr usa min vo shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-06-30 $456k 4.7k 96.46

More positions owned by Collaborative Wealth Managment

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust St Str P400mid (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Series Trust St Str R1k Yld (ONEY)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Collaborative Wealth Managment

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