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Ishares Tr usa min vo shares owned by Connectus Wealth

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

Historical chart of Connectus Wealth 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 Connectus Wealth 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 Connectus Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 36k 83.58
2023-12-31 $351k 4.5k 78.05
2023-09-30 $334k 4.6k 72.40
2023-06-30 $329k 4.4k 74.35
2022-03-31 $200k 2.5k 80.91