Ishares Tr usa min vo shares owned by Copperleaf Capital
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Copperleaf Capital
from 13F filings
Historical chart of Copperleaf Capital investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Copperleaf Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $870k | 12k | 72.38 |
| 2023-06-30 | $1.1M | 15k | 74.33 |
| 2023-03-31 | $1.1M | 15k | 72.74 |
| 2022-12-31 | $792k | 11k | 72.10 |
| 2022-09-30 | $782k | 12k | 66.07 |
| 2022-06-30 | $607k | 8.6k | 70.20 |
| 2022-03-31 | $665k | 8.6k | 77.61 |
| 2021-12-31 | $664k | 8.2k | 80.87 |
| 2021-09-30 | $410k | 5.6k | 73.44 |
| 2021-06-30 | $398k | 5.4k | 73.59 |
| 2021-03-31 | $378k | 5.5k | 69.13 |
| 2020-12-31 | $831k | 12k | 67.90 |
| 2020-09-30 | $1.1M | 18k | 63.75 |
| 2020-06-30 | $1.1M | 18k | 60.65 |
| 2020-03-31 | $1.2M | 22k | 54.02 |
| 2019-12-31 | $2.7M | 41k | 65.60 |