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Ishares Tr usa min vo shares owned by Royal Harbor Partners

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

Historical chart of Royal Harbor Partners 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 Royal Harbor Partners 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 Royal Harbor Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 89k 91.31
2019-12-31 $2.3M 35k 65.59

More positions owned by Royal Harbor Partners

Spdr Ser Tr Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Blackrock Etf Trust Ii Flexible Income (BINC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Capital Group International SHS (CGIC)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Dividend Growe Shs Etf (CGDG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

View all positions for Royal Harbor Partners

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo