Ishares Tr usa min vo shares owned by Welch & Forbes
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 83.58 |
| 2023-12-31 | $1.1M | 14k | 78.03 |
| 2023-09-30 | $1.0M | 14k | 72.38 |
| 2023-06-30 | $1.1M | 15k | 74.33 |
| 2023-03-31 | $1.0M | 14k | 72.74 |
| 2022-12-31 | $1.0M | 14k | 72.10 |
| 2022-09-30 | $948k | 14k | 66.09 |
| 2022-06-30 | $1.0M | 14k | 70.20 |
| 2022-03-31 | $1.1M | 14k | 77.54 |
| 2021-12-31 | $1.2M | 15k | 80.90 |
| 2021-09-30 | $1.0M | 14k | 73.48 |
| 2021-06-30 | $1.0M | 14k | 73.62 |
| 2021-03-31 | $1.7M | 25k | 69.18 |
| 2020-12-31 | $1.7M | 25k | 67.90 |
| 2020-09-30 | $1.6M | 25k | 63.73 |
| 2020-06-30 | $1.5M | 25k | 60.64 |
| 2020-03-31 | $1.3M | 25k | 54.00 |
| 2019-12-31 | $1.6M | 25k | 65.59 |
| 2019-09-30 | $1.6M | 25k | 64.09 |
| 2019-06-30 | $1.5M | 25k | 61.73 |
| 2019-03-31 | $1.6M | 27k | 58.82 |
| 2018-12-31 | $1.4M | 27k | 52.40 |
| 2018-09-30 | $1.5M | 27k | 57.06 |
| 2018-06-30 | $1.4M | 27k | 53.14 |
| 2018-03-31 | $1.5M | 29k | 51.91 |
| 2017-12-31 | $1.5M | 29k | 52.79 |
| 2017-09-30 | $1.5M | 29k | 50.37 |
| 2017-06-30 | $1.4M | 29k | 48.93 |