Ishares Tr usa min vo shares owned by Calton & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 40k | 95.14 |
| 2025-06-30 | $3.8M | 41k | 93.87 |
| 2025-03-31 | $1.2M | 28k | 43.30 |
| 2024-12-31 | $372k | 4.2k | 88.79 |
| 2023-12-31 | $874k | 11k | 78.03 |
| 2023-06-30 | $849k | 11k | 74.33 |
| 2023-03-31 | $856k | 12k | 72.74 |
| 2022-12-31 | $1.3M | 18k | 72.10 |
| 2022-09-30 | $744k | 11k | 66.07 |
| 2022-06-30 | $808k | 12k | 70.21 |
| 2022-03-31 | $4.9M | 63k | 77.56 |
| 2021-12-31 | $5.0M | 62k | 80.89 |
| 2021-09-30 | $4.5M | 61k | 73.50 |
| 2021-06-30 | $4.6M | 62k | 73.99 |
| 2021-03-31 | $4.3M | 62k | 69.18 |
| 2020-12-31 | $4.2M | 62k | 67.89 |
| 2020-09-30 | $4.0M | 63k | 63.73 |
| 2020-06-30 | $3.8M | 63k | 60.63 |
| 2020-03-31 | $10M | 188k | 54.01 |
| 2019-12-31 | $14M | 206k | 65.60 |
| 2019-09-30 | $14M | 215k | 64.10 |
| 2019-06-30 | $4.5M | 73k | 61.73 |
| 2019-03-31 | $2.3M | 39k | 58.81 |
| 2018-12-31 | $572k | 11k | 52.43 |
| 2018-09-30 | $293k | 5.1k | 57.00 |
| 2018-06-30 | $235k | 4.2k | 55.49 |
| 2018-03-31 | $326k | 6.3k | 52.01 |
| 2017-12-31 | $502k | 9.2k | 54.42 |