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Ishares Tr usa min vo shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 4.8k 95.14
2025-06-30 $478k 5.1k 93.88
2023-09-30 $689k 9.5k 72.38
2023-06-30 $69k 928 74.33
2023-03-31 $68k 928 72.74
2022-12-31 $948k 13k 73.30
2022-09-30 $875k 12k 73.89
2022-03-31 $678k 9.2k 73.40

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Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo