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Ishares Tr usa min vo shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-09-30 $568k 6.2k 91.31

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Apple (AAPL)
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Select Sector Spdr Tr Technology (XLK)

View all positions for Wealthgarden F.s

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo