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Ishares Tr usa min vo shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services Group 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 & Pension Services Group 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 & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $1.9M 30k 64.09
2019-06-30 $1.9M 31k 61.74
2019-03-31 $1.8M 31k 58.81
2018-12-31 $1.5M 30k 52.39
2018-09-30 $1.7M 29k 57.05
2018-06-30 $883k 17k 53.17

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

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