Ishares Tr usa min vo shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr usa min vo held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr usa min vo by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 83.58 |
| 2023-09-30 | $1.9M | 26k | 72.38 |
| 2023-06-30 | $2.2M | 29k | 74.33 |
| 2023-03-31 | $2.2M | 30k | 72.74 |
| 2022-12-31 | $1.6M | 22k | 72.10 |
| 2022-09-30 | $1.2M | 18k | 66.11 |
| 2022-06-30 | $1.1M | 16k | 70.23 |
| 2022-03-31 | $1.2M | 16k | 77.55 |
| 2021-12-31 | $1.1M | 13k | 80.92 |
| 2021-09-30 | $787k | 11k | 73.54 |
| 2021-06-30 | $1.2M | 17k | 73.59 |
| 2021-03-31 | $2.8M | 40k | 69.19 |
| 2020-12-31 | $3.3M | 49k | 67.29 |
| 2020-09-30 | $3.2M | 48k | 66.91 |
| 2020-06-30 | $2.3M | 37k | 63.15 |