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Ishares Tr usa min vo shares owned by Diversified Enterprises

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

Historical chart of Diversified Enterprises 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 Diversified Enterprises 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 Diversified Enterprises

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 34k 95.14
2025-06-30 $3.2M 34k 93.87
2025-03-31 $3.2M 35k 93.66
2024-12-31 $2.5M 28k 88.79

More positions owned by Diversified Enterprises

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Harbor Etf Trust Internatnal Comp (OSEA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Diversified Enterprises

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