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Ishares Tr usa min vo shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by CrossGen Wealth 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 746 94.16

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Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
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