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Ishares Tr usa min vo shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $547k 5.7k 96.46

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View all positions for SMART Wealth

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Morgan Stanley
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Catalyst Capital Advisors
Millburn Ridgefield
Pnc Financial Services
Envestnet Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo