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Ishares Tr usa min vo shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 19k 78.03
2020-12-31 $1.5M 19k 78.03

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Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
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Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
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J P Morgan Exchange Traded F ultra shrt (JPST)
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Accenture (ACN)
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View all positions for Wellington Wealth Strategies

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