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Ishares Tr usa min vo shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth 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 FORM Wealth 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 FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.6M 28k 93.87
2025-03-31 $22M 231k 93.66

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth 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