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Ishares Tr usa min vo shares owned by Fil

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

Historical chart of Fil investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Fil 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 Fil

Quarter filed Position value Share count Share price at filing
2024-03-31 $39M 464k 83.58
2023-09-30 $27M 373k 72.38
2023-06-30 $11M 151k 74.33
2023-03-31 $11M 151k 72.74

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Top funds holding Ishares Tr usa min vo

Morgan Stanley
Raymond James & Associates
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo