Ishares Tr usa min vo shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $736k | 9.5k | 77.73 |
| 2023-09-30 | $683k | 9.5k | 72.09 |
| 2023-06-30 | $706k | 9.5k | 74.13 |
| 2023-03-31 | $767k | 11k | 73.26 |
| 2022-12-31 | $776k | 11k | 72.92 |
| 2022-09-30 | $706k | 11k | 66.20 |
| 2022-06-30 | $771k | 11k | 71.64 |
| 2022-03-31 | $849k | 11k | 78.21 |
| 2021-12-31 | $838k | 11k | 75.15 |
| 2021-09-30 | $923k | 12k | 77.88 |
| 2021-06-30 | $823k | 11k | 76.52 |
| 2021-03-31 | $812k | 11k | 72.13 |
| 2020-12-31 | $759k | 11k | 67.74 |
| 2020-06-30 | $951k | 15k | 63.72 |
| 2020-03-31 | $838k | 15k | 57.91 |
| 2019-12-31 | $942k | 14k | 68.91 |
| 2019-09-30 | $866k | 14k | 63.35 |
| 2019-03-31 | $759 | 13k | 0.06 |
| 2018-12-31 | $415k | 7.4k | 56.08 |
More positions owned by Castle Rock Wealth Management
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