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Ishares Tr usa min vo shares owned by Maia Wealth

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

Historical chart of Maia 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 Maia 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 91.57
2024-06-30 $1.5M 17k 85.78

More positions owned by Maia Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Nasdaq-100
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
Ishares Tr Esg Awr Msci Usa (ESGU)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)

View all positions for Maia Wealth

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