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Ishares Tr usa min vo shares owned by Independence Asset Advisors

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

Historical chart of Independence Asset 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 Independence Asset 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 Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 10k 95.14
2025-06-30 $968k 10k 93.87
2025-03-31 $964k 10k 93.66

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Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Aristotle Pacifi (FLRT)
Vanguard Wellington Us Minimum (VFMV)
CVS Caremark Corporation (CVS)
Vanguard Index Fds Real Estate Etf (VNQ)
United Parcel Service CL B (UPS)
Global Payments (GPN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Natixis Etf Trust Ii Natixis Loomis (LSGR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Independence Asset Advisors

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