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Ishares Tr usa min vo shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 19k 92.74
2025-12-31 $2.0M 21k 94.16

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State Street MF Closed and MF Open (SPY)
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State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
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State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo