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Ishares Tr usa min vo shares owned by Avaii Wealth Management

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

Historical chart of Avaii Wealth Management 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 Avaii Wealth Management 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 12k 91.31
2024-06-30 $963k 12k 83.96
2024-03-31 $958k 12k 83.58
2023-12-31 $892k 11k 78.03
2023-09-30 $880k 12k 72.38
2023-06-30 $898k 12k 74.33
2023-03-31 $874k 12k 72.74
2022-12-31 $856k 12k 72.10
2022-09-30 $789k 12k 66.10
2022-06-30 $807k 12k 70.23
2022-03-31 $896k 12k 77.60
2021-12-31 $943k 12k 80.92