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USMV
Showing 8 of 29 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.4M shares of USMV (ISHARES TR), worth $406.9M as of 2026-Q1. The position was decreased (-37.4% shares). USMV represents 0.8% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$406.9M

Current Shares

4.4M

Total Value Change

+$138.1M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4.4M
-37.4%
$406.9M0.8%$97.21
0
2025-Q4
Increased
7M
+2.1%
$659.8M0.9%$94.95
45
2025-Q3
Increased
6.8M
+2.3%
$650.7M1.0%$94.33
45
2025-Q2
Increased
6.7M
+0.8%
$628.6M1.0%$92.27
50
2025-Q1
Increased
6.6M
+102.5%
$620.4M1.2%$91.68
80
2024-Q4
Increased
3.3M
+2.1%
$290.5M0.6%$87.40
44
2024-Q3
Increased
3.2M
+0.1%
$292.4M0.6%$89.30
43
2024-Q2
Increased
3.2M
+1.0%
$268.8M0.6%$81.96
44

Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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