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Ishares Tr usa min vo shares owned by Altus Wealth Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Altus Wealth Group from 13F filings

Historical chart of Altus Wealth Group investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 83k 78.03
2023-09-30 $6.1M 84k 72.38
2023-06-30 $6.2M 84k 74.33
2023-03-31 $6.0M 82k 72.74
2022-12-31 $5.9M 82k 72.10
2022-09-30 $4.3M 58k 73.51
2022-06-30 $4.3M 58k 73.51
2022-03-31 $6.0M 78k 77.57
2021-12-31 $6.8M 84k 80.90
2021-09-30 $4.3M 58k 73.51
2021-06-30 $4.7M 64k 73.61
2021-03-31 $4.6M 64k 72.10
2020-12-31 $4.9M 73k 67.88