Ishares Tr usa min vo shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $748k | 7.9k | 95.14 |
| 2025-06-30 | $738k | 7.9k | 93.87 |
| 2025-03-31 | $737k | 7.9k | 93.66 |
| 2024-12-31 | $698k | 7.9k | 88.79 |
| 2024-09-30 | $718k | 7.9k | 91.31 |
| 2024-06-30 | $660k | 7.9k | 83.96 |
| 2024-03-31 | $657k | 7.9k | 83.58 |
| 2023-12-31 | $614k | 7.9k | 78.03 |
| 2023-09-30 | $569k | 7.9k | 72.38 |
| 2023-06-30 | $585k | 7.9k | 74.33 |
| 2023-03-31 | $576k | 7.9k | 72.74 |
| 2022-12-31 | $577k | 8.0k | 72.10 |
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