Ishares Tr usa min vo shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 19k | 91.31 |
| 2024-06-30 | $1.9M | 23k | 83.96 |
| 2024-03-31 | $2.2M | 27k | 83.58 |
| 2023-12-31 | $3.8M | 48k | 78.03 |
| 2023-09-30 | $5.3M | 74k | 72.38 |
| 2023-06-30 | $5.9M | 79k | 74.38 |
| 2023-03-31 | $5.0M | 69k | 72.74 |
| 2022-12-31 | $4.1M | 57k | 72.10 |
| 2022-09-30 | $3.4M | 52k | 66.35 |
| 2022-06-30 | $2.6M | 37k | 70.20 |
| 2022-03-31 | $2.8M | 37k | 77.56 |
| 2021-12-31 | $2.9M | 36k | 80.90 |
| 2021-09-30 | $2.2M | 30k | 73.50 |
| 2021-06-30 | $3.5M | 48k | 73.61 |
| 2021-03-31 | $4.5M | 66k | 69.20 |
| 2020-12-31 | $5.2M | 77k | 67.88 |
| 2020-09-30 | $4.8M | 75k | 63.73 |
| 2020-06-30 | $4.4M | 73k | 60.63 |
| 2020-03-31 | $4.6M | 85k | 54.01 |
| 2019-12-31 | $5.1M | 78k | 65.60 |
| 2019-09-30 | $4.4M | 68k | 64.10 |
| 2019-06-30 | $2.3M | 37k | 61.72 |
| 2019-03-31 | $1.4M | 23k | 58.78 |
| 2018-12-31 | $518k | 9.9k | 52.44 |
| 2018-09-30 | $559k | 9.8k | 57.02 |
| 2018-06-30 | $523k | 9.8k | 53.19 |