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Ishares Tr usa min vo shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 284k 78.03
2023-09-30 $18M 246k 72.38
2023-06-30 $18M 241k 74.33
2023-03-31 $17M 237k 72.74
2022-12-31 $13M 175k 72.10
2022-09-30 $11M 162k 66.10
2022-06-30 $7.9M 112k 70.21
2022-03-31 $8.3M 107k 77.57
2021-12-31 $5.6M 70k 80.91
2021-09-30 $5.0M 68k 73.51
2021-06-30 $4.7M 64k 73.61
2021-03-31 $3.9M 57k 69.19
2020-12-31 $3.1M 46k 67.87

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Millburn Ridgefield
Catalyst Capital Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo