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Ishares Tr usa min vo shares owned by Trust Point

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

Historical chart of Trust Point 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 Point 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 Point

Quarter filed Position value Share count Share price at filing
2025-12-31 $995k 11k 94.16
2025-09-30 $1.0M 11k 95.14
2025-06-30 $992k 11k 93.87
2025-03-31 $974k 10k 93.66
2024-12-31 $923k 10k 88.79

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Ishares Common Stock (IWB)
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Microsoft Corp Common Stock (MSFT)
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Ishares Common Stock (IVE)
SPDR Common Stock (SPY)
Alphabet Common Stock (GOOGL)

View all positions for Trust Point

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo