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Ishares Tr usa min vo shares owned by Yukon Wealth Management

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

Historical chart of Yukon 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 Yukon 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 Yukon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 7.3k 95.14
2025-06-30 $708k 7.5k 93.87
2025-03-31 $706k 7.5k 93.66

More positions owned by Yukon Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Amazon (AMZN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Mastercard Incorporated Cl A (MA)

View all positions for Yukon 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