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Ishares Tr usa min vo shares owned by JNB Advisors

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

Historical chart of JNB 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 JNB 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 JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 5.1k 91.31
2024-06-30 $493k 5.9k 83.96
2024-03-31 $441k 5.3k 83.58
2023-12-31 $550k 7.1k 78.03
2023-09-30 $644k 8.9k 72.38

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Ishares Core S&p 500 Etf Etf (IVV)
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Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB 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