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Ishares Tr usa min vo shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group 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 Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 30k 78.03
2023-09-30 $2.4M 33k 72.38
2023-06-30 $2.6M 35k 74.33
2023-03-31 $2.7M 37k 72.74
2022-12-31 $3.4M 47k 72.11
2022-09-30 $3.4M 51k 66.08
2022-06-30 $4.2M 55k 77.56
2022-03-31 $4.2M 55k 77.56
2021-12-31 $4.5M 56k 80.89
2021-09-30 $4.2M 58k 73.49
2021-06-30 $4.9M 67k 73.61
2021-03-31 $5.3M 77k 69.18
2020-12-31 $7.6M 113k 67.88