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Ishares Tr usa min vo shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations 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 Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.4k 93.33

More positions owned by Sonoma Allocations

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Wisdomtree Tr European Opportu (OPPE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)

View all positions for Sonoma Allocations

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
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo