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Ishares Tr usa min vo shares owned by Woodside Wealth Management

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

Historical chart of Woodside Wealth 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 Woodside Wealth 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 Woodside Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 45k 95.14
2025-06-30 $4.2M 45k 93.87
2025-03-31 $4.3M 46k 93.66

More positions owned by Woodside Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Woodside Wealth 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