Ishares Tr usa min vo shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 14k | 83.58 |
| 2023-12-31 | $1.5M | 19k | 78.03 |
| 2023-09-30 | $1.9M | 26k | 72.38 |
| 2023-06-30 | $2.3M | 31k | 74.33 |
| 2023-03-31 | $2.7M | 37k | 72.74 |
| 2022-12-31 | $2.7M | 38k | 72.10 |
| 2022-09-30 | $3.0M | 45k | 66.10 |
| 2022-06-30 | $3.0M | 43k | 70.21 |
| 2022-03-31 | $3.3M | 43k | 77.58 |
| 2021-12-31 | $3.7M | 45k | 80.89 |
| 2021-09-30 | $3.3M | 45k | 73.51 |
| 2021-06-30 | $3.3M | 45k | 73.61 |
| 2021-03-31 | $3.5M | 50k | 69.19 |
| 2020-12-31 | $4.3M | 63k | 67.87 |
| 2020-09-30 | $2.5M | 39k | 63.72 |
| 2020-06-30 | $2.0M | 34k | 60.63 |
| 2020-03-31 | $1.9M | 34k | 53.99 |
| 2019-12-31 | $2.1M | 32k | 65.59 |