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Ishares Tr usa min vo shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 SoCal 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 SoCal

Quarter filed Position value Share count Share price at filing
2025-12-31 $643k 6.8k 94.16

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (XAR)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for WESPAC Advisors SoCal

Top funds holding Ishares Tr usa min vo

Raymond James Financial
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
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo