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Ishares Tr usa min vo shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $249k 3.0k 83.95
2024-03-31 $260k 3.1k 83.57
2023-12-31 $759k 9.7k 78.03
2023-09-30 $782k 11k 72.38
2023-06-30 $979k 13k 74.33
2023-03-31 $964k 13k 72.74

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Ishares Tr usa min vo

Morgan Stanley
FMR
Raymond James & Associates
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Alaska Permanent Fund Corp
Wells Fargo & Company
Catalyst Capital Advisors

View all funds holding Ishares Tr usa min vo