Ishares Tr usa min vo shares owned by Fermata Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $911k | 10k | 91.31 |
| 2024-06-30 | $833k | 9.9k | 83.96 |
| 2024-03-31 | $522k | 6.2k | 83.58 |
| 2023-12-31 | $462k | 5.9k | 78.03 |
| 2023-09-30 | $402k | 5.6k | 72.38 |
| 2023-03-31 | $267k | 3.7k | 72.74 |
| 2022-12-31 | $377k | 5.2k | 72.09 |
| 2022-09-30 | $365k | 5.5k | 66.10 |
| 2022-06-30 | $428k | 6.1k | 70.19 |
| 2022-03-31 | $643k | 8.3k | 77.54 |
| 2021-12-31 | $648k | 8.0k | 80.87 |
| 2021-09-30 | $634k | 8.6k | 73.48 |
| 2021-06-30 | $285k | 3.9k | 73.53 |
| 2021-03-31 | $219k | 3.2k | 69.35 |