Fortune Financial Advisors »

Ishares Tr usa min vo shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 118k 91.31
2024-06-30 $9.9M 118k 83.96
2024-03-31 $9.9M 119k 83.58
2023-12-31 $9.5M 122k 78.03
2023-09-30 $8.7M 120k 72.38

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo