Ishares Tr usa min vo shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $219k | 2.4k | 91.31 |
| 2024-03-31 | $201k | 2.4k | 83.58 |
| 2023-06-30 | $241k | 3.2k | 74.33 |
| 2023-03-31 | $313k | 4.3k | 72.74 |
| 2022-12-31 | $216k | 3.0k | 72.10 |
| 2022-06-30 | $211k | 3.0k | 70.33 |
| 2022-03-31 | $233k | 3.0k | 77.67 |
| 2021-12-31 | $243k | 3.0k | 81.00 |
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