Ishares Tr usa min vo shares owned by Capital Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 256k | 91.31 |
| 2024-06-30 | $22M | 263k | 83.96 |
| 2024-03-31 | $22M | 266k | 83.58 |
| 2023-12-31 | $21M | 272k | 78.03 |
| 2023-09-30 | $20M | 277k | 72.38 |
| 2023-06-30 | $21M | 278k | 74.33 |
| 2023-03-31 | $20M | 278k | 72.74 |
| 2022-12-31 | $20M | 280k | 72.10 |
| 2022-09-30 | $19M | 281k | 66.10 |
| 2022-06-30 | $19M | 277k | 70.21 |
| 2022-03-31 | $22M | 279k | 77.57 |
| 2021-12-31 | $24M | 291k | 80.90 |
| 2021-09-30 | $22M | 305k | 73.50 |
| 2021-06-30 | $23M | 316k | 73.61 |
| 2021-03-31 | $22M | 321k | 69.19 |
| 2020-12-31 | $22M | 320k | 67.88 |
| 2020-09-30 | $20M | 320k | 63.73 |
| 2020-06-30 | $20M | 322k | 60.63 |
| 2020-03-31 | $17M | 319k | 54.01 |
| 2019-12-31 | $21M | 319k | 65.60 |
| 2019-09-30 | $16M | 255k | 63.54 |
| 2019-06-30 | $19M | 306k | 61.73 |
| 2019-03-31 | $19M | 325k | 58.80 |
| 2018-12-31 | $17M | 322k | 52.40 |
| 2018-09-30 | $18M | 307k | 57.04 |
| 2018-06-30 | $16M | 306k | 53.16 |
| 2018-03-31 | $16M | 310k | 51.93 |
| 2017-12-31 | $16M | 311k | 52.78 |
| 2017-09-30 | $16M | 309k | 50.34 |
| 2017-06-30 | $15M | 308k | 48.93 |
| 2017-03-31 | $15M | 308k | 47.72 |
| 2016-12-31 | $14M | 308k | 45.22 |
| 2016-09-30 | $14M | 302k | 45.43 |
| 2016-06-30 | $13M | 286k | 46.21 |
| 2016-03-31 | $12M | 271k | 43.93 |
| 2015-12-31 | $10M | 247k | 41.82 |
| 2015-09-30 | $9.2M | 234k | 39.59 |
| 2015-06-30 | $9.1M | 225k | 40.32 |
| 2015-03-31 | $9.0M | 217k | 41.26 |
| 2014-12-31 | $8.2M | 202k | 40.48 |
| 2014-09-30 | $7.1M | 189k | 37.68 |
| 2014-06-30 | $6.6M | 177k | 37.22 |
| 2014-03-31 | $5.9M | 163k | 36.05 |
| 2013-12-31 | $4.7M | 133k | 35.50 |