Ishares Tr usa min vo shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr usa min vo by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 20k | 91.31 |
| 2024-06-30 | $1.7M | 20k | 83.96 |
| 2024-03-31 | $1.7M | 21k | 83.58 |
| 2023-12-31 | $420k | 5.4k | 78.03 |
| 2023-09-30 | $394k | 5.4k | 72.38 |
| 2023-06-30 | $415k | 5.6k | 74.33 |
| 2023-03-31 | $396k | 5.4k | 72.74 |
| 2022-12-31 | $407k | 5.6k | 72.10 |
| 2022-09-30 | $383k | 5.8k | 66.11 |
| 2022-06-30 | $409k | 5.8k | 70.15 |
| 2022-03-31 | $459k | 5.9k | 77.64 |
| 2021-12-31 | $504k | 6.2k | 80.95 |
| 2021-09-30 | $401k | 5.5k | 73.55 |
| 2021-06-30 | $414k | 5.6k | 73.59 |
| 2021-03-31 | $396k | 5.7k | 69.17 |
| 2020-12-31 | $384k | 5.7k | 67.81 |
| 2020-09-30 | $363k | 5.7k | 63.81 |
| 2020-06-30 | $349k | 5.8k | 60.57 |
| 2020-03-31 | $315k | 5.8k | 53.93 |