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Ishares Tr usa min vo shares owned by Evergreen Capital Management

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

Historical chart of Evergreen Capital 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 Evergreen Capital 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 120k 95.14
2025-06-30 $11M 112k 93.87
2025-03-31 $9.3M 99k 93.66
2024-12-31 $8.4M 94k 88.79
2024-09-30 $8.0M 88k 91.31
2024-06-30 $7.5M 89k 83.96
2024-03-31 $7.0M 83k 83.58
2023-12-31 $6.2M 79k 78.03
2023-09-30 $4.9M 67k 72.76
2023-06-30 $3.9M 52k 74.33
2023-03-31 $3.7M 51k 72.74
2022-12-31 $3.3M 46k 72.10
2022-09-30 $2.5M 38k 66.09
2022-06-30 $2.6M 38k 70.20
2022-03-31 $3.1M 40k 77.58
2021-12-31 $3.3M 40k 80.91
2021-09-30 $3.0M 40k 73.50
2021-06-30 $3.0M 40k 73.62
2021-03-31 $2.8M 40k 69.20
2020-12-31 $2.7M 40k 67.88
2020-09-30 $2.6M 40k 63.74
2020-06-30 $2.4M 40k 60.64
2020-03-31 $2.3M 42k 54.02
2019-12-31 $2.8M 42k 65.60
2019-09-30 $2.7M 42k 64.11
2019-06-30 $2.6M 42k 61.72
2019-03-31 $2.4M 42k 58.81
2018-12-31 $2.2M 42k 52.41
2018-09-30 $3.3M 58k 57.03
2018-06-30 $3.1M 58k 53.16
2018-03-31 $3.0M 58k 51.93
2017-12-31 $3.0M 58k 52.78
2017-09-30 $2.8M 55k 50.33