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Ishares Tr usa min vo shares owned by Frederick Financial Consultants

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

Historical chart of Frederick Financial Consultants 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 Frederick Financial Consultants 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 Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.4k 95.14
2025-06-30 $221k 2.4k 93.87
2025-03-31 $228k 2.4k 93.66
2024-12-31 $220k 2.5k 88.79

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Sherwin-Williams Company (SHW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

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