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Ishares Tr usa min vo shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $599k 8.3k 72.38
2023-06-30 $746k 10k 74.33
2023-03-31 $693k 9.3k 74.14
2022-12-31 $519k 7.2k 72.01

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield

View all funds holding Ishares Tr usa min vo