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Ishares Tr usa min vo shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $898k 9.8k 91.31
2024-06-30 $327k 3.9k 83.58
2024-03-31 $327k 3.9k 83.58

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Ea Series Trust Strive Mid Cap (STXM)
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Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

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