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Ishares Tr usa min vo shares owned by J.E. Simmons & Co., P.C.

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by J.E. Simmons & Co., P.C. from 13F filings

Historical chart of J.E. Simmons & Co., P.C. investment in Ishares Tr usa min vo

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Quarterly reported holdings in Ishares Tr usa min vo by J.E. Simmons & Co., P.C.

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 12k 92.74

More positions owned by J.E. Simmons & Co., P.C.

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Electromed (ELMD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matthews Asia Fds Asia Innov Activ (MINV)

View all positions for J.E. Simmons & Co., P.C.

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
BlackRock
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Ameriprise Financial
Two Sigma Investments
Cetera Investment Advisers
Commonwealth Equity Services
Sei Investments

View all funds holding Ishares Tr usa min vo