Ishares Tr usa min vo shares owned by Lantz Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $906k | 12k | 78.03 |
| 2023-09-30 | $1.3M | 18k | 72.38 |
| 2023-06-30 | $1.5M | 20k | 74.22 |
| 2023-03-31 | $1.4M | 20k | 72.63 |
| 2022-12-31 | $1.1M | 15k | 72.10 |
| 2022-09-30 | $963k | 15k | 66.12 |
| 2022-06-30 | $840k | 12k | 70.19 |
| 2022-03-31 | $867k | 11k | 77.61 |
| 2021-12-31 | $801k | 9.9k | 80.86 |
| 2021-09-30 | $401k | 5.5k | 73.52 |
| 2021-06-30 | $407k | 5.5k | 73.57 |
| 2021-03-31 | $391k | 5.7k | 69.19 |
| 2020-12-31 | $434k | 6.4k | 67.85 |
| 2020-09-30 | $402k | 6.3k | 63.71 |
| 2020-06-30 | $378k | 6.3k | 60.28 |
| 2020-03-31 | $354k | 6.6k | 53.98 |
| 2019-12-31 | $411k | 6.3k | 65.55 |
| 2019-09-30 | $220k | 3.5k | 62.82 |