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Ishares Tr usa min vo shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $473k 5.1k 92.74

More positions owned by Pathfinder Wealth Consulting

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

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