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Ishares Tr usa min vo shares owned by Gwn Securities

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

Historical chart of Gwn Securities investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 3.5k 95.18
2025-06-30 $361k 3.8k 94.00
2025-03-31 $5.2M 57k 91.70
2024-12-31 $345k 3.8k 90.90

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

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