Ishares Tr usa min vo shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 27k | 78.03 |
| 2023-12-31 | $2.1M | 27k | 78.03 |
| 2023-09-30 | $2.1M | 28k | 72.38 |
| 2023-06-30 | $2.3M | 31k | 74.33 |
| 2023-03-31 | $2.4M | 33k | 72.74 |
| 2022-12-31 | $2.4M | 33k | 72.10 |
| 2022-09-30 | $2.2M | 34k | 66.11 |
| 2022-06-30 | $2.4M | 34k | 70.21 |
| 2022-03-31 | $2.7M | 35k | 77.58 |
| 2021-12-31 | $3.0M | 37k | 80.90 |
| 2021-09-30 | $3.0M | 40k | 73.50 |
| 2021-06-30 | $3.2M | 43k | 73.62 |
| 2021-03-31 | $3.4M | 49k | 69.18 |
| 2020-12-31 | $6.4M | 94k | 67.88 |
More positions owned by Levy Wealth Management Group
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