Ishares Tr usa min vo shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 46k | 95.13 |
| 2025-06-30 | $4.4M | 47k | 93.85 |
| 2025-03-31 | $4.5M | 48k | 93.66 |
| 2024-12-31 | $4.6M | 52k | 88.79 |
| 2024-09-30 | $4.8M | 53k | 91.31 |
| 2024-06-30 | $4.8M | 58k | 83.96 |
| 2024-03-31 | $7.9M | 95k | 83.58 |
| 2023-12-31 | $7.6M | 98k | 78.03 |
| 2023-09-30 | $7.7M | 107k | 72.38 |
| 2023-06-30 | $8.0M | 108k | 74.33 |
| 2023-03-31 | $33M | 458k | 72.74 |
| 2022-12-31 | $32M | 449k | 72.10 |
| 2022-09-30 | $29M | 435k | 66.10 |
| 2022-06-30 | $30M | 430k | 70.21 |
| 2022-03-31 | $33M | 429k | 77.57 |
| 2021-12-31 | $35M | 432k | 80.90 |
| 2021-09-30 | $32M | 433k | 73.50 |
| 2021-06-30 | $32M | 433k | 73.61 |
| 2021-03-31 | $29M | 425k | 69.19 |
| 2020-12-31 | $29M | 433k | 67.88 |
| 2020-09-30 | $28M | 442k | 63.73 |
| 2020-06-30 | $27M | 444k | 60.63 |
| 2020-03-31 | $23M | 430k | 54.01 |
| 2019-12-31 | $28M | 424k | 65.60 |
| 2019-09-30 | $27M | 422k | 64.10 |
| 2019-06-30 | $25M | 409k | 61.73 |
| 2019-03-31 | $22M | 374k | 58.80 |
| 2018-12-31 | $17M | 326k | 52.40 |
| 2018-09-30 | $9.1M | 159k | 57.04 |
| 2018-06-30 | $8.8M | 160k | 55.20 |
| 2018-03-31 | $8.2M | 157k | 51.93 |
| 2017-12-31 | $8.6M | 164k | 52.78 |
| 2017-09-30 | $8.2M | 163k | 50.34 |
| 2017-06-30 | $8.0M | 162k | 49.78 |
| 2017-03-31 | $8.0M | 169k | 47.72 |
| 2016-12-31 | $7.2M | 160k | 45.22 |
| 2016-09-30 | $7.1M | 156k | 45.43 |
| 2016-06-30 | $6.8M | 147k | 46.21 |
| 2016-03-31 | $6.0M | 137k | 43.93 |