Ishares Tr usa min vo shares owned by Appleton Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 2.1k | 95.13 |
| 2025-06-30 | $200k | 2.1k | 93.72 |
| 2024-12-31 | $205k | 2.3k | 88.59 |
| 2024-09-30 | $248k | 2.7k | 91.38 |
| 2024-06-30 | $249k | 3.0k | 84.04 |
| 2024-03-31 | $266k | 3.2k | 83.70 |
| 2023-12-31 | $388k | 5.0k | 78.02 |
| 2023-09-30 | $385k | 5.3k | 72.33 |
| 2023-06-30 | $423k | 5.7k | 74.30 |
| 2023-03-31 | $420k | 5.8k | 72.69 |
| 2022-12-31 | $393k | 5.5k | 72.07 |
| 2022-09-30 | $377k | 5.7k | 66.11 |
| 2022-06-30 | $405k | 5.8k | 70.18 |
| 2022-03-31 | $349k | 4.5k | 77.52 |
| 2021-12-31 | $379k | 4.7k | 80.98 |
| 2021-09-30 | $318k | 4.3k | 73.49 |
| 2021-06-30 | $342k | 4.7k | 73.55 |
| 2021-03-31 | $347k | 5.0k | 69.14 |
| 2020-12-31 | $354k | 5.2k | 67.97 |
| 2020-09-30 | $354k | 5.6k | 63.65 |
| 2020-06-30 | $374k | 6.2k | 60.58 |
| 2020-03-31 | $362k | 6.7k | 54.04 |
| 2019-12-31 | $510k | 7.8k | 65.55 |
| 2019-09-30 | $545k | 8.5k | 64.04 |
| 2019-06-30 | $559k | 9.1k | 61.77 |
| 2019-03-31 | $535k | 9.1k | 58.79 |
| 2018-12-31 | $535k | 10k | 52.36 |
| 2018-09-30 | $570k | 10k | 57.09 |
| 2018-06-30 | $542k | 10k | 53.14 |
| 2018-03-31 | $664k | 13k | 51.92 |
| 2017-12-31 | $730k | 14k | 52.75 |
| 2017-09-30 | $724k | 14k | 50.37 |
| 2017-06-30 | $682k | 14k | 48.92 |
| 2017-03-31 | $689k | 14k | 47.75 |