Ishares Tr usa min vo shares owned by Berkeley
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 5.0k | 95.14 |
| 2025-06-30 | $494k | 5.3k | 93.87 |
| 2025-03-31 | $510k | 5.4k | 93.66 |
| 2024-12-31 | $587k | 6.6k | 88.79 |
| 2024-09-30 | $603k | 6.6k | 91.31 |
| 2024-06-30 | $554k | 6.6k | 83.96 |
| 2024-03-31 | $665k | 8.0k | 83.58 |
| 2023-12-31 | $583k | 7.5k | 78.03 |
| 2023-09-30 | $644k | 8.9k | 72.38 |
| 2023-06-30 | $661k | 8.9k | 74.33 |
| 2023-03-31 | $658k | 9.0k | 72.74 |
| 2022-12-31 | $651k | 9.0k | 72.10 |
| 2022-09-30 | $596k | 9.0k | 66.10 |
| 2022-06-30 | $646k | 9.2k | 70.21 |
| 2022-03-31 | $1.6M | 21k | 77.57 |
| 2021-12-31 | $2.9M | 36k | 80.90 |
| 2021-09-30 | $2.7M | 37k | 73.50 |
| 2021-06-30 | $2.7M | 37k | 73.61 |
| 2021-03-31 | $2.6M | 38k | 69.19 |
| 2020-12-31 | $2.6M | 39k | 67.88 |