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Ishares Tr usa min vo shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $494k 5.9k 83.58
2023-09-30 $3.3k 46 72.37

More positions owned by Buck Wealth Strategies

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Caterpillar (CAT)
Waste Management (WM)
Merck & Co (MRK)
Verizon Communications (VZ)
Coca-Cola Company (KO)
Pfizer (PFE)
Eaton Corp SHS (ETN)
Cisco Systems (CSCO)
Lyondellbasell Industries N Shs - A - (LYB)
Southern Company (SO)
Paychex (PAYX)
Consolidated Edison (ED)

View all positions for Buck Wealth Strategies

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo