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Ishares Tr usa min vo shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth 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 Sagespring Wealth 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 262k 94.16
2025-09-30 $27M 283k 95.14
2025-06-30 $30M 314k 93.87
2024-12-31 $32M 362k 88.79

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Sagespring Wealth Partners

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo