Ishares Tr usa min vo shares owned by Bellwether Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 103k | 95.14 |
| 2025-06-30 | $9.7M | 103k | 93.87 |
| 2025-03-31 | $9.7M | 103k | 93.59 |
| 2024-12-31 | $9.1M | 103k | 88.79 |
| 2024-09-30 | $9.4M | 103k | 91.31 |
| 2024-06-30 | $8.6M | 103k | 83.96 |
| 2024-03-31 | $8.6M | 103k | 83.58 |
| 2023-12-31 | $8.0M | 103k | 78.03 |
| 2023-09-30 | $7.4M | 103k | 72.38 |
| 2023-06-30 | $7.9M | 106k | 74.33 |
| 2023-03-31 | $7.7M | 106k | 72.74 |
| 2022-12-31 | $8.0M | 112k | 72.10 |
| 2022-09-30 | $7.6M | 115k | 66.10 |
| 2022-06-30 | $8.9M | 127k | 70.21 |
| 2022-03-31 | $11M | 145k | 77.56 |
| 2021-12-31 | $12M | 144k | 80.90 |
| 2021-09-30 | $11M | 144k | 73.55 |
| 2021-06-30 | $11M | 147k | 73.60 |
| 2021-03-31 | $11M | 153k | 69.19 |
| 2020-12-31 | $11M | 166k | 67.88 |