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Ishares Tr usa min vo shares owned by Enclave Advisors

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

Historical chart of Enclave 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 Enclave 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 Enclave Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 5.0k 95.14
2025-06-30 $519k 5.5k 93.87
2025-03-31 $871k 9.3k 93.66
2024-12-31 $873k 9.8k 88.79
2024-09-30 $907k 9.9k 91.31

More positions owned by Enclave Advisors

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Aerospace Def (XAR)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Alerian Mlp (AMLP)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Enclave Advisors

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