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Ishares Tr usa min vo shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management 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 Dynasty Wealth Management 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $101M 1.1M 91.31
2024-06-30 $87M 1.0M 83.96
2024-03-31 $83M 994k 83.58
2018-09-30 $520k 9.1k 57.02
2018-06-30 $420k 7.9k 53.16
2018-03-31 $410k 7.9k 51.90
2017-12-31 $414k 7.9k 52.74