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Ishares Tr usa min vo shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $287k 3.1k 92.74
2025-12-31 $303k 3.2k 94.16

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View all positions for Vision Retirement

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Two Sigma Investments
Cetera Investment Advisers
Commonwealth Equity Services
Sei Investments

View all funds holding Ishares Tr usa min vo