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Ishares Tr usa min vo shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $332k 4.0k 83.95
2024-03-31 $798k 9.5k 83.58

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
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Walmart Stock (WMT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

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