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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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All positions including Ishares Tr usa min vo held by Alan B. Lancz & Associates 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 Alan B. Lancz & Associates

Quarter filed Position value Share count Share price at filing
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