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Ishares Tr usa min vo shares owned by Maryland Capital Advisors

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

Historical chart of Maryland Capital Advisors 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 Maryland Capital Advisors 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 Maryland Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $176k 1.8k 95.14
2025-06-30 $174k 1.8k 93.87
2025-03-31 $173k 1.8k 93.66
2024-12-31 $166k 1.9k 88.79

More positions owned by Maryland Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Maryland Capital Advisors

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo