Ishares Tr usa min vo shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 25k | 83.58 |
| 2023-12-31 | $11M | 147k | 78.03 |
| 2023-09-30 | $57M | 793k | 72.38 |
| 2023-06-30 | $57M | 765k | 74.33 |
| 2023-03-31 | $54M | 736k | 72.74 |
| 2022-12-31 | $42M | 582k | 72.10 |
| 2022-09-30 | $236k | 3.4k | 68.82 |
| 2022-06-30 | $241k | 3.4k | 70.28 |
| 2022-03-31 | $105k | 1.3k | 78.01 |
| 2021-12-31 | $337k | 4.2k | 80.87 |
| 2021-09-30 | $415k | 5.6k | 73.54 |
| 2021-06-30 | $403k | 5.5k | 73.54 |
| 2021-03-31 | $1.1M | 16k | 69.48 |
| 2020-12-31 | $90M | 1.3M | 67.88 |
| 2020-09-30 | $80M | 1.2M | 64.00 |
| 2020-06-30 | $69M | 1.1M | 60.63 |
| 2020-03-31 | $56M | 1.1M | 51.94 |
| 2019-12-31 | $56M | 857k | 65.60 |
| 2019-09-30 | $12M | 186k | 64.10 |
| 2019-06-30 | $9.8M | 159k | 61.73 |
| 2019-03-31 | $2.5M | 42k | 59.01 |
| 2018-12-31 | $10k | 183 | 54.64 |
| 2018-09-30 | $10k | 183 | 54.64 |
| 2018-06-30 | $10k | 183 | 54.64 |
| 2018-03-31 | $10k | 183 | 54.64 |
| 2017-12-31 | $10k | 183 | 54.64 |
| 2017-09-30 | $13k | 263 | 49.43 |
| 2017-06-30 | $13M | 265k | 48.93 |
| 2017-03-31 | $16M | 324k | 47.72 |
| 2016-12-31 | $9.7M | 216k | 45.22 |
| 2016-09-30 | $8.5M | 188k | 45.43 |
| 2016-06-30 | $5.7M | 124k | 46.21 |
| 2016-03-31 | $2.5M | 56k | 43.93 |
| 2015-12-31 | $800k | 19k | 41.83 |
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