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Ishares Tr usa min vo shares owned by Merited Wealth

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

Historical chart of Merited 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 Merited 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $89k 949 94.15

More positions owned by Merited Wealth

Ishares Core S&p 500 Etf Etf - Equity (IVV)
Capital Group Core Balanced Etf Etf - Equity (CGBL)
Vanguard Total World Stock Etf Etf - Equity (VT)
Capital Group Global Equity Etf Etf - Equity (CGGE)
Capital Group Growth Etf Etf - Equity (CGGR)
Lennar Corp Common Stocks (LEN)
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)
Capital Group Dividend Grower Etf Etf - Equity (CGDG)
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)
Capital Group Core Equity Etf Etf - Equity (CGUS)
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo