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Ishares Tr usa min vo shares owned by Kenfarb & Co.

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Kenfarb & Co. from 13F filings

Historical chart of Kenfarb & Co. investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Kenfarb & Co. 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 Kenfarb & Co.

Quarter filed Position value Share count Share price at filing
2023-09-30 $25k 351 72.37
2023-06-30 $26k 351 74.32
2023-03-31 $26k 351 72.74
2022-12-31 $25k 351 72.10
2022-09-30 $23k 351 65.53

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Top funds holding Ishares Tr usa min vo

Bank of America Corporation
FMR
Raymond James & Associates
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Envestnet Asset Management
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Wells Fargo & Company
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Jpmorgan Chase & Co
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Millburn Ridgefield
Wealth Enhancement Advisory Services

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