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Ishares Tr usa min vo shares owned by Collier Financial

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

Historical chart of Collier Financial 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 Collier Financial 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 Collier Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5k 89 95.27
2025-03-31 $13k 136 93.53
2024-12-31 $12k 136 88.46

More positions owned by Collier Financial

Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Mortgage MF Closed and MF Open (SPMB)
Spdr Portfolio MF Closed and MF Open (SPYV)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPIB)
Spdr Portfolio MF Closed and MF Open (SPSM)
Spdr Emerging MF Closed and MF Open (SPEM)
Invesco S&p MF Closed and MF Open (SPHQ)
S&p Global Common Stock (SPGI)
Communication Services MF Closed and MF Open (XLC)
Spdr Series MF Closed and MF Open (SLYG)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)
Spdr Portfolio MF Closed and MF Open (SPLG)

View all positions for Collier Financial

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