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Ishares Tr usa min vo shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 48k 83.58
2023-12-31 $3.7M 47k 78.03
2023-09-30 $3.1M 43k 72.38
2023-06-30 $3.3M 44k 74.33
2023-03-31 $3.5M 48k 72.74
2022-12-31 $3.5M 48k 72.10
2022-09-30 $7.4M 112k 66.11
2022-06-30 $7.2M 103k 70.16
2022-03-31 $8.6M 111k 77.58
2021-12-31 $4.7M 59k 80.89
2021-06-30 $4.2M 57k 73.76
2021-03-31 $4.1M 59k 69.19
2020-12-31 $5.0M 74k 67.89
2020-09-30 $8.1M 127k 63.74
2020-06-30 $8.4M 139k 60.63
2020-03-31 $7.7M 143k 54.00
2019-12-31 $12M 180k 65.60
2019-09-30 $12M 189k 64.11
2019-06-30 $7.8M 127k 61.74
2019-03-31 $5.5M 94k 58.79
2018-12-31 $2.4M 46k 52.26