Ishares Tr usa min vo shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $221k | 2.6k | 83.58 |
| 2023-12-31 | $206k | 2.6k | 78.03 |
| 2023-09-30 | $214k | 3.0k | 72.39 |
| 2023-06-30 | $240k | 3.2k | 74.34 |
| 2022-12-31 | $244k | 3.4k | 72.10 |
| 2022-09-30 | $223k | 3.4k | 65.78 |
| 2022-06-30 | $256k | 3.6k | 70.33 |
| 2022-03-31 | $244k | 3.1k | 78.33 |
| 2021-12-31 | $332k | 4.1k | 80.37 |
| 2021-09-30 | $271k | 3.7k | 73.74 |
| 2021-06-30 | $271k | 3.7k | 73.74 |
| 2021-03-31 | $289k | 4.2k | 69.22 |
| 2020-12-31 | $948k | 14k | 67.88 |
| 2020-09-30 | $1.0M | 16k | 63.74 |
| 2020-06-30 | $11M | 182k | 60.62 |
| 2020-03-31 | $1.7M | 32k | 54.00 |
| 2019-12-31 | $1.9M | 29k | 65.59 |