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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
2024-03-31 $798k 9.5k 83.58

More positions owned by Gen-Wealth Partners

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

View all positions for Gen-Wealth Partners

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo