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Ishares Tr usa min vo shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM Wealth Advisors 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 HHM Wealth Advisors 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 HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.2M 58k 72.38
2023-06-30 $4.6M 62k 74.33
2023-03-31 $5.0M 68k 72.74
2022-12-31 $5.3M 74k 72.10
2022-09-30 $5.0M 75k 66.10
2022-06-30 $5.3M 76k 70.21
2022-03-31 $6.1M 79k 77.57
2021-12-31 $20M 243k 80.90
2021-09-30 $17M 236k 73.50
2021-06-30 $17M 235k 73.61
2021-03-31 $16M 227k 69.19
2020-12-31 $14M 212k 67.88
2020-09-30 $13M 207k 63.73
2020-06-30 $12M 203k 60.63
2020-03-31 $11M 204k 54.01
2019-12-31 $8.5M 130k 65.42