TopTier Wealth Management »

Ishares Tr usa min vo shares owned by TopTier Wealth Management

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

Historical chart of TopTier 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 TopTier Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by TopTier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $60k 642 92.74

More positions owned by TopTier Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Fund (EES)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Wisdomtree Tr Intl Equity Fd (DWM)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for TopTier Wealth Management

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
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