Ishares Tr usa min vo shares owned by Apella Capital
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr usa min vo by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 141k | 93.33 |
| 2025-06-30 | $16M | 167k | 93.84 |
| 2025-03-31 | $18M | 199k | 89.86 |
| 2024-12-31 | $24M | 265k | 88.79 |
| 2024-09-30 | $29M | 319k | 90.98 |
| 2024-06-30 | $26M | 314k | 84.01 |
| 2024-03-31 | $26M | 309k | 82.31 |
| 2023-12-31 | $25M | 318k | 78.00 |
| 2023-09-30 | $24M | 335k | 72.38 |
| 2023-06-30 | $25M | 333k | 74.33 |
| 2022-12-31 | $20M | 280k | 72.10 |
| 2022-09-30 | $16M | 235k | 66.10 |
| 2022-06-30 | $14M | 206k | 70.21 |
| 2022-03-31 | $13M | 169k | 77.57 |
| 2021-12-31 | $11M | 133k | 80.89 |
| 2021-09-30 | $4.2M | 57k | 73.73 |
| 2021-06-30 | $3.3M | 45k | 73.62 |
| 2021-03-31 | $2.9M | 41k | 69.20 |
| 2020-12-31 | $2.3M | 33k | 67.88 |
| 2020-09-30 | $2.0M | 31k | 63.73 |
| 2020-06-30 | $1.6M | 26k | 60.61 |
| 2020-03-31 | $1.2M | 21k | 54.02 |