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Ishares Tr usa min vo shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio 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 Sound Portfolio 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 Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 67k 92.74

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Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Catalyst Capital Advisors
Millburn Ridgefield
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo