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Ishares Tr usa min vo shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 47k 92.74
2025-09-30 $4.8M 50k 95.14
2025-06-30 $4.9M 52k 93.87
2025-03-31 $5.1M 55k 93.66
2024-12-31 $5.1M 57k 88.79

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Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
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Exxon Mobil Corporation (XOM)
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View all positions for Roehl & Yi Investment Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo