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Ishares Tr usa min vo shares owned by Win Advisors

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

Historical chart of Win 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 Win 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $899k 9.5k 95.14
2025-03-31 $8.9M 95k 93.66
2024-12-31 $8.6M 97k 88.79
2022-03-31 $6.0k 78 76.92

More positions owned by Win Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Focused Dynamic (FDG)
Wisdomtree Tr Us Largecap Fund (EPS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Win Advisors

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