Trust Co of the South »

Ishares Tr usa min vo shares owned by Trust Co of the South

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Trust Co of the South from 13F filings

Historical chart of Trust Co of the South 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 Trust Co of the South 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 Trust Co of the South

Quarter filed Position value Share count Share price at filing
2025-09-30 $494k 5.2k 95.14
2025-06-30 $488k 5.2k 93.87
2025-03-31 $799k 8.5k 93.66

More positions owned by Trust Co of the South

Dimensional U.s. Targeted Value Mutual Funds (DFAT)
Dimensional U.s. Marketwide Val Mutual Funds (DFUV)
Dimensional U.s. Core Equity 2 Mutual Funds (DFAC)
Vanguard S&p 500 Mutual Funds (VOO)
Dfa Dimensional Intl Core Equit Mutual Funds (DFIC)
Vanguard Mid-cap Etf Mutual Funds (VO)
Vanguard Growth Etf Mutual Funds (VUG)
Apple Computer Equities (AAPL)
Vanguard Ftse Developed Mkts Et Mutual Funds (VEA)
Vanguard Small-cap Etf Mutual Funds (VB)
Dfa U.s. Small Cap Value Etf Mutual Funds (DFSV)
Vanguard Value Etf Mutual Funds (VTV)
Dimensional World Ex U.s. Core Mutual Funds (DFAX)
Live Oak Bancshares Equities (LOB)
Dfa Dimensional Emerging Mkts C Mutual Funds (DFEM)

View all positions for Trust Co of the South

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