USMV — ISHARES TR

Ownership history in Platform Technology Partners  ·  3 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners reported a position in ISHARES TR (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q1)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,500 -199 -7.4% 0.06% $238K $94.36
2025 Q2 ADDED 2,699 +199 +8.0% 0.07% $253K $92.74
2025 Q1 INITIATED 2,500 — — 0.07% $234K $92.21
% of Fund (quarterly)    USMV price (monthly, adj. close)

Other funds also holding USMV

As of 2025 Q4 — sorted by position size

Koenig Investment Advisory, LLC 11.63% Cassia Capital Partners, LLC 3Y 11.59% Legacy Advisory Services, LLC 9.2% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.42% Adaptive Financial Consulting, LLC 3Y 8.16% Fortune Financial Advisors, LLC 7.96% Darrow Company, Inc. 3Y 7.4% Torrey-Payne Wealth Management, LLC 7.34% Catalyst Capital Advisors LLC 3Y 7Y 7.26% Wells Financial Advisors INC 3Y 6.72%
← Back to Platform Technology Partners Holdings