Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 7M shares of USMV (ISHARES TR), worth $659.8M as of 2025-Q4. The position was increased (++2.1% shares). USMV represents 0.9% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$659.8M
Current Shares
7M
Total Value Change
+$390.9M
Total Shares Change
+3.8M
Other major holders of USMV: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 7M |
+2.1% |
| $659.8M |
| 0.9% |
| $94.95 |
45 |
| 2025-Q3 | Increased | 6.8M | +2.3% | $650.7M | 1.0% | $94.33 | 45 |
| 2025-Q2 | Increased | 6.7M | +0.8% | $628.6M | 1.0% | $92.27 | 50 |
| 2025-Q1 | Increased | 6.6M | +102.5% | $620.4M | 1.2% | $91.68 | 80 |
| 2024-Q4 | Increased | 3.3M | +2.1% | $290.5M | 0.6% | $87.40 | 44 |
| 2024-Q3 | Increased | 3.2M | +0.1% | $292.4M | 0.6% | $89.30 | 43 |
| 2024-Q2 | Increased | 3.2M | +1.0% | $268.8M | 0.6% | $81.96 | 44 |