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Ishares Tr usa min vo shares owned by PMG Wealth Management

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

Historical chart of PMG Wealth Management 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 PMG Wealth Management 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 12k 94.16
2025-09-30 $1.1M 12k 94.99
2025-06-30 $1.1M 12k 93.87
2025-03-31 $1.1M 12k 93.66
2024-12-31 $1.0M 12k 88.79

More positions owned by PMG Wealth Management

Invesco Exchange Traded S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)
John Hancock Exchange Mltfctr Lrg Cap (JHML)

View all positions for PMG Wealth Management

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