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Ishares Tr usa min vo shares owned by BFC Planning

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2M 75k 96.46
2026-03-31 $7.0M 76k 92.74
2025-12-31 $7.3M 78k 94.16
2025-09-30 $816k 8.6k 95.14
2025-06-30 $797k 8.5k 93.87
2025-03-31 $840k 9.0k 93.68
2024-12-31 $821k 9.3k 88.78