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Ishares Tr usa min vo shares owned by Joel Adams & Associates

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Joel Adams & Associates from 13F filings

Historical chart of Joel Adams & Associates investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 5.6k 95.13
2025-06-30 $561k 6.0k 93.87
2025-03-31 $764k 8.2k 93.66
2024-12-31 $859k 9.7k 88.79

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Joel Adams & Associates

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