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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
2026-03-31 $281k 3.0k 92.75
2025-12-31 $284k 3.0k 94.17

More positions owned by Marble Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Wal-Mart Stores (WMT)

View all positions for Marble Wealth

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
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