Ishares Tr usa min vo shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 15k | 79.92 |
| 2023-12-31 | $3.5M | 44k | 79.52 |
| 2023-09-30 | $4.3M | 59k | 72.83 |
| 2023-06-30 | $5.4M | 73k | 74.25 |
| 2023-03-31 | $5.3M | 73k | 73.67 |
| 2022-12-31 | $4.9M | 68k | 72.70 |
| 2022-09-30 | $3.6M | 52k | 68.88 |
| 2022-06-30 | $3.8M | 51k | 73.56 |
| 2022-03-31 | $3.3M | 43k | 75.10 |
| 2021-12-31 | $3.9M | 49k | 78.56 |
| 2021-09-30 | $1.6M | 21k | 75.72 |
| 2021-06-30 | $1.9M | 25k | 75.46 |
| 2021-03-31 | $2.5M | 36k | 70.53 |
| 2020-12-31 | $2.3M | 34k | 67.81 |
| 2020-09-30 | $5.2M | 83k | 62.55 |
| 2020-06-30 | $5.0M | 78k | 64.26 |
| 2020-03-31 | $4.3M | 74k | 58.39 |
| 2019-12-31 | $5.6M | 85k | 66.40 |
| 2019-09-30 | $5.1M | 79k | 64.32 |