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Ishares Tr usa min vo shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $730k 8.0k 91.32
2024-03-31 $2.5M 30k 83.58
2023-12-31 $5.3M 68k 78.03
2022-12-31 $6.3M 88k 72.10
2022-09-30 $6.0M 91k 66.10

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Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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