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Ishares Tr usa min vo shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $249k 3.2k 78.03

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo