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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Fortinet (FTNT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Apollo Global Mgmt (APO)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Fortune Financial Advisors

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