Ishares Tr usa min vo shares owned by Chokshi & Queen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Chokshi & Queen Wealth Advisors
from 13F filings
Historical chart of Chokshi & Queen Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Chokshi & Queen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 2.6k | 95.14 |
| 2025-06-30 | $241k | 2.6k | 93.87 |
| 2025-03-31 | $240k | 2.6k | 93.66 |
| 2024-12-31 | $228k | 2.6k | 88.79 |
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