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Ishares Tr usa min vo shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth 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 Plus Group Wealth 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 Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 2.2k 94.15

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo