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Ishares Tr usa min vo shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors 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 WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 11k 96.46
2022-06-30 $215k 3.1k 70.35
2019-12-31 $647k 9.9k 65.60

More positions owned by WESPAC Advisors

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Micron Technology (MU)
Merck & Co (MRK)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)

View all positions for WESPAC Advisors

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Morgan Stanley
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Catalyst Capital Advisors
Millburn Ridgefield
Pnc Financial Services
Envestnet Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo