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USMVUSMV
Showing 9 of 31 quarters

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

Yes. Wealth Enhancement Advisory Services holds 4,976,002 shares of USMV, worth $496.4M, as of its Q3 2026 13F filing. It increased the position by 273,329 shares (+5.8%) from Q2 2026. Wealth Enhancement Advisory Services has held USMV in every 13F on record since Q1 2019, 31 quarterly filings. USMV is 0.7% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$496.4M

Current Shares

5M

Total Value Change

+$204M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
5M
+5.8%
$496.4M0.7%$97.44
47
2026-Q2
Increased
4.7M
+7.6%
$458.5M0.8%$96.14
48
2026-Q1
Decreased
4.4M
-37.4%
$406.9M0.8%$92.15
0
2025-Q4
Increased
7M
+2.1%
$659.8M0.9%$93.18
45
2025-Q3
Increased
6.8M
+2.3%
$650.7M1.0%$93.76
45
2025-Q2
Increased
6.7M
+0.8%
$628.6M1.0%$92.15
50
2025-Q1
Increased
6.6M
+102.5%
$620.4M1.2%$91.62
80
2024-Q4
Increased
3.3M
+2.1%
$290.5M0.6%$86.55
44
2024-Q3
Increased
3.2M
+0.1%
$292.4M0.6%$88.60
43

Other major holders of USMV: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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