Ishares Tr usa min vo shares owned by Alan B. Lancz & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Alan B. Lancz & Associates
from 13F filings
Historical chart of Alan B. Lancz & Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Alan B. Lancz & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 3.7k | 95.14 |
| 2025-06-30 | $347k | 3.7k | 93.87 |
| 2025-03-31 | $347k | 3.7k | 93.66 |
| 2024-12-31 | $329k | 3.7k | 88.79 |
| 2024-09-30 | $338k | 3.7k | 91.31 |
| 2024-06-30 | $311k | 3.7k | 83.96 |
| 2023-12-31 | $289k | 3.7k | 78.03 |
| 2023-09-30 | $268k | 3.7k | 72.38 |
| 2023-06-30 | $305k | 4.1k | 74.33 |
| 2023-03-31 | $298k | 4.1k | 72.74 |
| 2022-12-31 | $302k | 4.1k | 73.67 |
| 2022-09-30 | $271k | 4.1k | 66.10 |
| 2022-06-30 | $303k | 4.1k | 73.90 |
More positions owned by Alan B. Lancz & Associates
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