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
Other major holders of USMV: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 4.4M |
-37.4% |
| $406.9M |
| 0.8% |
| $97.21 |
0 |
| 2025-Q4 | 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 |