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Ishares Tr usa min vo shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1M 64k 96.46

More positions owned by KWB Wealth

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Capital Group Core Balanced SHS (CGBL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for KWB Wealth

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo