Ishares Tr usa min vo shares owned by Ballew Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 26k | 91.63 |
| 2024-06-30 | $2.2M | 26k | 85.78 |
| 2024-03-31 | $2.4M | 30k | 81.51 |
| 2023-12-31 | $2.3M | 30k | 78.58 |
| 2023-09-30 | $2.2M | 31k | 71.91 |
| 2023-06-30 | $2.3M | 32k | 74.14 |
| 2023-03-31 | $2.3M | 32k | 73.07 |
| 2022-12-31 | $2.6M | 35k | 73.58 |
| 2022-09-30 | $2.3M | 35k | 66.25 |
| 2022-06-30 | $2.5M | 36k | 70.16 |
| 2022-03-31 | $2.9M | 37k | 78.29 |
| 2021-12-31 | $3.0M | 39k | 77.59 |
| 2021-09-30 | $2.9M | 40k | 74.41 |
| 2021-06-30 | $3.0M | 40k | 74.86 |
| 2021-03-31 | $6.2M | 89k | 69.72 |
| 2020-12-31 | $3.3M | 48k | 68.02 |
| 2020-09-30 | $3.3M | 51k | 64.60 |
| 2020-06-30 | $3.2M | 52k | 60.97 |
| 2020-03-31 | $2.5M | 47k | 54.00 |
| 2019-12-31 | $3.0M | 46k | 66.03 |
| 2019-09-30 | $2.8M | 44k | 62.98 |
| 2019-06-30 | $2.8M | 44k | 63.53 |
| 2019-03-31 | $2.6M | 43k | 59.70 |
| 2018-12-31 | $2.6M | 46k | 56.07 |
| 2018-09-30 | $1.9M | 36k | 53.81 |
| 2018-06-30 | $1.8M | 34k | 53.15 |
| 2018-03-31 | $1.8M | 35k | 51.94 |
| 2017-12-31 | $1.8M | 34k | 52.77 |