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Ishares Tr usa min vo shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Stephen J. Garry & Associates 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 Stephen J. Garry & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $985k 10k 95.14
2025-06-30 $993k 11k 93.87
2025-03-31 $1.0M 11k 93.66
2024-09-30 $1.2M 13k 91.31
2024-06-30 $1.1M 14k 83.96
2024-03-31 $1.2M 14k 83.58
2023-12-31 $1.1M 14k 78.03

More positions owned by Stephen J. Garry & Associates

Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Stephen J. Garry & Associates

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
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

View all funds holding Ishares Tr usa min vo