ShoreHaven Wealth Partners »

Ishares Tr usa min vo shares owned by ShoreHaven Wealth Partners

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by ShoreHaven Wealth Partners from 13F filings

Historical chart of ShoreHaven Wealth Partners 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 ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $934k 11k 83.58
2023-12-31 $1.5M 19k 78.03
2023-09-30 $3.0M 41k 72.38
2023-06-30 $3.6M 49k 74.33
2023-03-31 $2.7M 37k 72.74
2022-12-31 $1.5M 22k 72.10
2022-09-30 $1.4M 21k 66.08
2022-06-30 $1.2M 17k 70.16
2022-03-31 $872k 11k 77.55