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Ishares Tr usa min vo shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 40k 91.31

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
RBB Motley Fol Etf (TMFC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Global X Fds Conscious Cos (KRMA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Esg Slc (SUSA)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Elevation Capital Advisory

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo