How many shares of USMV does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 223,733 shares of USMV (ISHARES TR).

What is OneDigital Investment Advisors LLC's USMV position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's USMV position is worth $21.6M.

Is OneDigital Investment Advisors LLC buying or selling USMV?

In 2026-Q2, OneDigital Investment Advisors LLC decreased their USMV position (-1.3% change in shares).

When did OneDigital Investment Advisors LLC first buy USMV?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in USMV in 2019-Q2. They have held the position across 29 quarters.

Back to

OneDigital Investment Advisors LLC

USMV
29 quarters

Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

Current Value

$21.6M

Current Shares

223,733

Total Value Change

+$21.5M

Total Shares Change

+222,353

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	223,733	-1.3%	$21.6M	0.2%	$96.14	0
2026-Q1	Decreased	226,716	-3.4%	$21M	0.2%	$92.15	0
2025-Q4	Decreased	234,598	-2.8%	$22.1M	0.2%	$93.18	0
2025-Q3	Decreased	241,427	-4.7%	$23M	0.2%	$93.76	0
2025-Q2	Decreased	253,435	-6.3%	$23.8M	0.3%	$92.15	0
2025-Q1	Decreased	270,589	-3.7%	$25.3M	0.3%	$91.62	0
2024-Q4	Decreased	280,995	-6.0%	$24.9M	0.3%	$86.55	0
2024-Q3	Decreased	298,992	-2.0%	$27.3M	0.3%	$88.60	0
2024-Q2	Increased	304,963	+25.9%	$25.6M	0.3%	$81.11	42
2024-Q1	Decreased	242,224	-47.3%	$20.2M	0.3%	$80.45	0
2023-Q4	Decreased	459,503	-11.9%	$35.9M	0.6%	$74.78	0
2023-Q3	Decreased	521,548	-27.3%	$37.7M	0.8%	$68.98	0
2023-Q2	Increased	716,858	+11.2%	$53.3M	1.2%	$70.47	51
2023-Q1	Increased	644,718	+32.4%	$46.9M	1.1%	$68.70	59
2022-Q4	Increased	486,977	+128.2%	$35.1M	1.0%	$67.78	74
2022-Q3	Increased	213,377	+111.9%	$14.1M	0.5%	$61.85	64
2022-Q2	Increased	100,684	+1.6%	$7.1M	0.3%	$65.38	33
2022-Q1	Increased	99,126	+603.8%	$7.7M	0.3%	$72.01	53
2021-Q4	Decreased	14,084	-0.5%	$1.1M	0.0%	$74.84	0
2021-Q3	Decreased	14,155	-6.3%	$1M	0.0%	$67.78	0
2021-Q2	Increased	15,108	+9.8%	$1.1M	0.0%	$67.62	28
2021-Q1	Decreased	13,761	-1.4%	$952,000	0.0%	$63.38	0
2020-Q4	Decreased	13,949	-6.1%	$947,000	0.0%	$61.93	0
2020-Q3	Decreased	14,849	-21.0%	$946,000	0.1%	$57.88	0
2020-Q2	Decreased	18,786	-18.3%	$1.1M	0.1%	$54.79	0
2020-Q1	Increased	22,984	+297.2%	$1.2M	0.1%	$48.56	49
2019-Q4	Increased	5,787	+29.6%	$380,000	0.0%	$58.62	30
2019-Q3	Increased	4,467	+223.7%	$286,000	0.0%	$56.94	38
2019-Q2	New	1,380	-	$85,000	0.0%	$54.59	30

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

USMV29 quarters

USMV
29 quarters