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Ishares Tr usa min vo shares owned by Portfolio Design Labs

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Portfolio Design Labs from 13F filings

Historical chart of Portfolio Design Labs 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 Portfolio Design Labs 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 Portfolio Design Labs

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 123k 95.14
2025-06-30 $35M 369k 93.87

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View all positions for Portfolio Design Labs

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