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Ishares Tr usa min vo shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3k 24 96.46

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Catalyst Capital Advisors
Millburn Ridgefield
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo