Ishares Tr usa min vo shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 40k | 88.79 |
| 2024-09-30 | $3.7M | 41k | 91.31 |
| 2024-06-30 | $3.5M | 41k | 83.96 |
| 2024-03-31 | $3.5M | 42k | 83.58 |
| 2023-12-31 | $3.3M | 42k | 78.03 |
| 2023-09-30 | $3.2M | 44k | 72.38 |
| 2023-06-30 | $3.5M | 47k | 74.33 |
| 2023-03-31 | $3.6M | 49k | 72.74 |
| 2022-12-31 | $3.7M | 52k | 72.10 |
| 2022-09-30 | $3.5M | 53k | 66.09 |
| 2022-06-30 | $4.7M | 67k | 70.20 |
| 2022-03-31 | $5.1M | 66k | 77.56 |
| 2021-12-31 | $4.9M | 60k | 81.02 |
| 2021-09-30 | $4.4M | 60k | 73.49 |
| 2021-06-30 | $4.3M | 58k | 73.61 |
| 2021-03-31 | $3.9M | 56k | 69.18 |
| 2020-12-31 | $3.7M | 55k | 67.88 |
| 2020-09-30 | $3.5M | 55k | 63.72 |
| 2020-06-30 | $3.3M | 55k | 61.07 |
| 2020-03-31 | $2.9M | 53k | 54.00 |
| 2019-12-31 | $3.4M | 52k | 65.60 |
| 2019-09-30 | $3.3M | 52k | 64.09 |
| 2019-06-30 | $3.1M | 51k | 61.78 |
| 2019-03-31 | $3.0M | 50k | 58.78 |
| 2018-12-31 | $2.6M | 48k | 53.54 |
More positions owned by Brandywine Oak Private Wealth
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