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Ishares Tr usa min vo shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 1.7k 95.14
2025-06-30 $157k 1.7k 93.87
2025-03-31 $180k 1.9k 93.64

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

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