Ishares Tr usa min vo shares owned by Wharton Business Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.6M | 85k | 78.03 |
| 2023-09-30 | $6.1M | 85k | 72.38 |
| 2023-06-30 | $6.6M | 88k | 74.33 |
| 2023-03-31 | $6.4M | 88k | 72.74 |
| 2022-12-31 | $6.7M | 93k | 72.10 |
| 2022-09-30 | $6.1M | 92k | 66.10 |
| 2022-06-30 | $6.2M | 89k | 70.21 |
| 2022-03-31 | $5.8M | 72k | 80.90 |
| 2021-12-31 | $5.8M | 72k | 80.90 |
| 2021-09-30 | $5.1M | 70k | 73.50 |
| 2021-06-30 | $2.7M | 37k | 73.61 |
| 2021-03-31 | $2.5M | 37k | 69.18 |
| 2020-12-31 | $2.5M | 37k | 67.89 |
| 2018-12-31 | $3.0M | 39k | 76.38 |
| 2016-09-30 | $18M | 385k | 45.43 |
| 2016-06-30 | $18M | 385k | 46.21 |
| 2016-03-31 | $24M | 540k | 43.93 |
| 2015-12-31 | $23M | 540k | 41.82 |
| 2015-09-30 | $21M | 540k | 39.59 |
| 2015-06-30 | $22M | 540k | 40.32 |
| 2015-03-31 | $22M | 540k | 41.26 |
| 2014-12-31 | $22M | 540k | 40.48 |
| 2014-09-30 | $18M | 465k | 37.68 |
| 2014-06-30 | $5.0M | 134k | 37.22 |