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Ishares Tr usa min vo shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 82k 91.31
2024-06-30 $11M 136k 83.96
2024-03-31 $12M 145k 83.58
2023-12-31 $12M 152k 78.03
2023-09-30 $18M 248k 72.38
2022-12-31 $215k 3.0k 72.10
2021-12-31 $230k 2.8k 80.79