Ishares Tr usa min vo shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $631k | 8.1k | 78.03 |
| 2023-09-30 | $689k | 9.5k | 72.38 |
| 2023-06-30 | $651k | 8.8k | 74.33 |
| 2023-03-31 | $0 | 12k | 0.00 |
| 2022-12-31 | $941k | 13k | 72.72 |
| 2022-03-31 | $678k | 9.2k | 73.40 |
| 2021-12-31 | $782k | 10k | 76.09 |
| 2021-09-30 | $833k | 11k | 78.02 |
| 2021-06-30 | $515k | 6.7k | 76.67 |
| 2021-03-31 | $606k | 8.4k | 72.09 |
| 2020-12-31 | $569k | 8.4k | 67.38 |
| 2020-09-30 | $1.0M | 16k | 66.25 |
| 2020-06-30 | $1.7M | 26k | 64.20 |
| 2020-03-31 | $1.8M | 31k | 57.91 |
| 2019-12-31 | $31M | 445k | 69.69 |
| 2019-09-30 | $28M | 431k | 64.46 |
| 2019-06-30 | $28M | 434k | 63.52 |
| 2019-03-31 | $27M | 446k | 59.42 |
| 2018-12-31 | $26M | 449k | 57.50 |
| 2016-09-30 | $49k | 1.1k | 44.67 |
| 2016-06-30 | $58 | 1.3k | 0.05 |