Ishares Tr usa min vo shares owned by Adviser Investments
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $22M | 242k | 92.74 |
| 2025-12-31 | $540k | 5.7k | 94.16 |
| 2025-09-30 | $514k | 5.4k | 95.13 |
| 2025-06-30 | $583k | 6.2k | 93.87 |
| 2025-03-31 | $12M | 126k | 93.67 |
| 2024-09-30 | $13M | 142k | 91.31 |
| 2021-03-31 | $493k | 7.1k | 69.21 |
| 2019-09-30 | $296k | 4.6k | 64.14 |