Ishares Tr usa min vo shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 2.9k | 95.14 |
| 2025-06-30 | $278k | 3.0k | 93.87 |
| 2025-03-31 | $278k | 3.0k | 93.66 |
| 2024-12-31 | $263k | 3.0k | 88.79 |
| 2024-09-30 | $271k | 3.0k | 91.31 |
| 2024-06-30 | $249k | 3.0k | 83.96 |
| 2024-03-31 | $248k | 3.0k | 83.58 |
| 2023-12-31 | $231k | 3.0k | 78.03 |
| 2023-09-30 | $229k | 3.2k | 72.38 |
| 2023-06-30 | $235k | 3.2k | 74.33 |
| 2023-03-31 | $230k | 3.2k | 72.74 |
| 2022-12-31 | $228k | 3.2k | 72.10 |
| 2022-09-30 | $209k | 3.2k | 66.03 |
| 2022-06-30 | $292k | 4.2k | 70.11 |
| 2022-03-31 | $323k | 4.2k | 77.55 |
| 2021-12-31 | $337k | 4.2k | 80.91 |
| 2021-09-30 | $306k | 4.2k | 73.47 |
| 2021-06-30 | $307k | 4.2k | 73.71 |
| 2021-03-31 | $309k | 4.5k | 69.20 |
| 2020-12-31 | $755k | 11k | 67.91 |
| 2020-09-30 | $881k | 14k | 63.74 |
| 2020-06-30 | $868k | 14k | 60.61 |
| 2020-03-31 | $977k | 18k | 54.01 |
| 2019-12-31 | $1.4M | 21k | 65.61 |
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