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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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