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Ishares Tr usa min vo shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth 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 Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $690k 7.3k 94.16
2025-09-30 $699k 7.3k 95.14
2025-06-30 $688k 7.3k 93.87
2025-03-31 $687k 7.3k 93.66

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View all positions for Potentia Wealth

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