Ishares Tr usa min vo shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 21k | 83.58 |
| 2023-12-31 | $420k | 5.4k | 78.03 |
| 2023-09-30 | $394k | 5.4k | 72.38 |
| 2023-06-30 | $415k | 5.6k | 74.33 |
| 2023-03-31 | $396k | 5.4k | 72.74 |
| 2022-12-31 | $407k | 5.6k | 72.10 |
| 2022-09-30 | $383k | 5.8k | 66.11 |
| 2022-06-30 | $409k | 5.8k | 70.15 |
| 2022-03-31 | $459k | 5.9k | 77.64 |
| 2021-12-31 | $504k | 6.2k | 80.95 |
| 2021-09-30 | $401k | 5.5k | 73.55 |
| 2021-06-30 | $414k | 5.6k | 73.59 |
| 2021-03-31 | $396k | 5.7k | 69.17 |
| 2020-12-31 | $384k | 5.7k | 67.81 |
| 2020-09-30 | $363k | 5.7k | 63.81 |
| 2020-06-30 | $349k | 5.8k | 60.57 |
| 2020-03-31 | $315k | 5.8k | 53.93 |