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Ishares Tr usa min vo shares owned by Straight Path Wealth Management

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

Historical chart of Straight Path Wealth Management 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 Straight Path Wealth Management 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 2.1k 95.14
2025-06-30 $205k 2.2k 93.87
2025-03-31 $253k 2.7k 93.66

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors Call Option (TSLA)
BP Sponsored Adr (BP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
B. Riley Financial Put Option (RILY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Byrna Technologies Com New (BYRN)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Straight Path Wealth Management

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