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Ishares Tr usa min vo shares owned by Watts Gwilliam & Co

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Watts Gwilliam & Co from 13F filings

Historical chart of Watts Gwilliam & Co investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 4.3k 90.84
2024-03-31 $342k 4.1k 82.98

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Vanguard Index Fds Growth Etf (VUG)

View all positions for Watts Gwilliam & Co

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo