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Ishares Tr usa min vo shares owned by Marble Wealth

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

Historical chart of Marble 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 Marble 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 3.0k 94.17

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View all positions for Marble Wealth

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
BlackRock
Pnc Financial Services
Envestnet Asset Management
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo