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Ishares Tr usa min vo shares owned by Cooper/haims Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cooper/haims Advisors from 13F filings

Historical chart of Cooper/haims Advisors 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 Cooper/haims Advisors 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 Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 2.2k 95.14
2025-06-30 $206k 2.2k 93.87
2025-03-31 $206k 2.2k 93.66
2024-09-30 $200k 2.2k 91.31
2019-03-31 $200k 3.4k 58.82

More positions owned by Cooper/haims Advisors

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Paychex (PAYX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Kennametal (KMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cooper/haims Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
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
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo