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Ishares Tr usa min vo shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 71k 78.03
2023-09-30 $5.3M 73k 72.38
2023-06-30 $5.5M 74k 74.33
2023-03-31 $5.5M 75k 72.74
2022-12-31 $5.8M 81k 72.10
2022-09-30 $5.3M 81k 66.10
2022-06-30 $5.8M 83k 70.21
2022-03-31 $6.5M 84k 77.57
2021-12-31 $7.2M 89k 80.90
2021-09-30 $6.5M 89k 73.50
2021-06-30 $7.1M 97k 73.61
2021-03-31 $7.2M 104k 69.19
2020-12-31 $7.5M 111k 67.88
2020-09-30 $8.5M 133k 63.73
2020-06-30 $9.7M 159k 60.63
2020-03-31 $9.0M 167k 54.01
2019-12-31 $11M 163k 65.60
2019-09-30 $10M 163k 64.10
2019-06-30 $11M 179k 61.73
2019-03-31 $13M 212k 58.80
2018-12-31 $12M 228k 52.40
2018-09-30 $12M 209k 57.04
2018-06-30 $12M 225k 53.16
2018-03-31 $17M 324k 51.93
2017-12-31 $54M 1.0M 52.78
2017-09-30 $51M 1.0M 50.34
2017-06-30 $50M 1.0M 48.93
2017-03-31 $48M 1.0M 47.72
2016-12-31 $48M 1.1M 45.22
2016-09-30 $48M 1.1M 45.43
2016-06-30 $54M 1.2M 46.21
2016-03-31 $52M 1.2M 43.93
2015-12-31 $47M 1.1M 41.82
2015-09-30 $42M 1.1M 39.59
2015-06-30 $3.7M 92k 40.32

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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
Wells Fargo & Company
UBS Group
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