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Ishares Tr usa min vo shares owned by Wealth Management Solutions

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

Historical chart of Wealth Management Solutions 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 Wealth Management Solutions 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 Wealth Management Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $420k 5.8k 72.38
2023-06-30 $431k 5.8k 74.33
2023-03-31 $814k 11k 72.74
2022-12-31 $965k 13k 72.12
2022-09-30 $960k 15k 66.07
2022-06-30 $1.1M 16k 70.21
2022-03-31 $1.5M 19k 77.58
2021-12-31 $3.8M 47k 80.89

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo