Ishares Tr usa min vo shares owned by Financial Perspectives
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $117k | 1.2k | 95.16 |
| 2025-06-30 | $112k | 1.2k | 93.85 |
| 2025-03-31 | $112k | 1.2k | 93.62 |
| 2024-12-31 | $85k | 954 | 88.83 |
| 2024-09-30 | $78k | 852 | 91.31 |
| 2024-06-30 | $65k | 772 | 83.98 |
| 2024-03-31 | $68k | 808 | 83.53 |
| 2023-12-31 | $42k | 538 | 78.04 |
| 2023-09-30 | $33k | 456 | 72.32 |
| 2023-06-30 | $33k | 447 | 74.27 |
| 2023-03-31 | $32k | 445 | 72.73 |
| 2022-12-31 | $32k | 443 | 72.09 |
| 2022-09-30 | $29k | 435 | 66.08 |
| 2022-06-30 | $39k | 552 | 70.21 |
| 2022-03-31 | $46k | 596 | 77.52 |
| 2021-12-31 | $48k | 590 | 80.92 |
| 2021-09-30 | $35k | 478 | 73.47 |
| 2021-06-30 | $26k | 355 | 73.65 |
| 2021-03-31 | $243k | 17k | 14.44 |
| 2020-12-31 | $30k | 448 | 67.84 |
| 2020-09-30 | $12k | 186 | 63.85 |
| 2020-06-30 | $11k | 186 | 60.57 |
| 2020-03-31 | $10k | 185 | 53.98 |
| 2019-12-31 | $12k | 178 | 65.54 |