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Ishares Tr usa min vo shares owned by Ridgeline Wealth

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

Historical chart of Ridgeline 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 Ridgeline 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 Ridgeline Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 2.9k 95.12
2025-06-30 $295k 3.1k 93.86
2025-03-31 $564k 6.0k 93.65
2024-12-31 $549k 6.2k 88.78

More positions owned by Ridgeline Wealth

American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Avantis Emerging (AVXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Ridgeline Wealth

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