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Ishares Tr usa min vo shares owned by Skyline Advisors

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

Historical chart of Skyline 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 Skyline 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 Skyline Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $359k 4.3k 83.57
2023-12-31 $359k 4.6k 78.03

More positions owned by Skyline Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Skyline Advisors

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo