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Ishares Tr usa min vo shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller 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 Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $78k 996 78.03
2023-09-30 $72k 996 72.38
2023-06-30 $69k 931 74.33
2023-03-31 $68k 931 72.74
2022-12-31 $67k 931 72.10