Ishares Tr usa min vo shares owned by Beacon Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $395k | 4.3k | 91.31 |
| 2024-06-30 | $338k | 4.0k | 83.96 |
| 2024-03-31 | $352k | 4.2k | 83.58 |
| 2023-12-31 | $2.0M | 25k | 78.03 |
| 2023-09-30 | $720k | 9.6k | 74.92 |