Ishares Tr usa min vo shares owned by Private Wealth Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $853k | 10k | 83.58 |
| 2023-12-31 | $797k | 10k | 78.03 |
| 2023-09-30 | $739k | 10k | 72.38 |
| 2023-06-30 | $782k | 11k | 74.33 |
| 2023-03-31 | $765k | 11k | 72.74 |
| 2022-12-31 | $759k | 11k | 72.10 |
| 2022-09-30 | $695k | 11k | 66.06 |
| 2022-06-30 | $914k | 13k | 70.24 |
| 2022-03-31 | $1.1M | 14k | 77.61 |
| 2021-12-31 | $1.1M | 14k | 80.89 |
| 2021-09-30 | $1.0M | 14k | 73.50 |
| 2021-06-30 | $991k | 14k | 73.59 |
| 2021-03-31 | $870k | 13k | 69.15 |
| 2020-12-31 | $1.0M | 15k | 67.91 |
| 2020-09-30 | $678k | 11k | 63.75 |
| 2020-06-30 | $508k | 8.4k | 60.61 |
| 2020-03-31 | $361k | 6.7k | 53.95 |
| 2019-12-31 | $2.3M | 35k | 65.59 |
| 2019-09-30 | $2.2M | 34k | 64.10 |
| 2019-06-30 | $2.1M | 34k | 61.74 |
| 2019-03-31 | $2.3M | 39k | 58.81 |
| 2018-12-31 | $2.4M | 45k | 52.39 |
| 2018-09-30 | $2.6M | 45k | 57.04 |
| 2018-06-30 | $2.4M | 45k | 53.15 |
| 2018-03-31 | $2.6M | 51k | 51.93 |