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Ishares Tr usa min vo shares owned by Sandbox Financial Partners

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

Historical chart of Sandbox Financial 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 Sandbox Financial 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 Sandbox Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 3.2k 83.58
2023-12-31 $243k 3.1k 78.02
2023-09-30 $225k 3.1k 72.38
2023-06-30 $231k 3.1k 74.33

More positions owned by Sandbox Financial Partners

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Snowflake Cl A (SNOW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Etf (ACWI)
Select Sector Spdr Tr Indl (XLI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Sandbox Financial Partners

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo