Ishares Tr usa min vo shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $470k | 5.6k | 83.58 |
| 2023-12-31 | $451k | 5.8k | 78.03 |
| 2023-09-30 | $419k | 5.8k | 72.38 |
| 2023-06-30 | $344k | 4.6k | 74.33 |
| 2023-03-31 | $279k | 3.8k | 72.74 |
| 2022-12-31 | $608k | 8.4k | 72.10 |
| 2022-06-30 | $138k | 2.0k | 70.37 |
| 2022-03-31 | $136k | 1.7k | 77.85 |
| 2021-12-31 | $148k | 1.8k | 81.01 |