Ishares Tr usa min vo shares owned by Capital Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Ishares Tr usa min vo
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All positions including Ishares Tr usa min vo held by Capital 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 115k | 83.58 |
| 2023-12-31 | $8.2M | 105k | 78.03 |
| 2023-09-30 | $6.9M | 95k | 72.77 |
| 2023-06-30 | $6.8M | 92k | 74.33 |
| 2023-03-31 | $6.6M | 90k | 72.74 |
| 2022-12-31 | $6.2M | 86k | 72.10 |
| 2022-09-30 | $5.6M | 85k | 66.44 |
| 2022-06-30 | $5.9M | 84k | 70.21 |
| 2022-03-31 | $7.1M | 92k | 77.57 |
| 2021-12-31 | $7.4M | 92k | 80.90 |
| 2021-09-30 | $6.7M | 91k | 73.50 |
| 2021-06-30 | $6.5M | 88k | 73.61 |
| 2021-03-31 | $5.7M | 82k | 69.19 |
| 2020-12-31 | $5.2M | 76k | 67.89 |