Ishares Tr usa min vo shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management 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 OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr usa min vo by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $418k | 5.0k | 83.63 |
| 2023-12-31 | $394k | 5.1k | 78.02 |
| 2023-09-30 | $521k | 7.2k | 72.77 |
| 2023-06-30 | $706k | 9.5k | 74.34 |
| 2023-03-31 | $825k | 11k | 72.78 |
| 2022-12-31 | $936k | 13k | 72.13 |
| 2022-09-30 | $945k | 14k | 66.21 |
| 2022-06-30 | $1.2M | 17k | 70.19 |
| 2022-03-31 | $1.4M | 19k | 77.55 |
| 2021-09-30 | $1.0M | 14k | 73.50 |
More positions owned by OneAscent Wealth Management
View all positions for OneAscent Wealth Management