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Ishares Tr usa min vo shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-09-30 $586k 6.4k 91.31
2024-06-30 $638k 7.6k 83.96
2024-03-31 $651k 7.8k 83.58
2023-12-31 $635k 8.1k 78.03
2023-09-30 $593k 8.2k 72.38
2023-06-30 $613k 8.2k 74.33
2023-03-31 $687k 9.4k 72.74
2022-12-31 $702k 9.7k 72.10
2022-09-30 $642k 9.7k 66.10
2022-06-30 $704k 10k 70.19
2022-03-31 $779k 10k 77.54
2021-12-31 $810k 10k 80.89
2021-09-30 $755k 10k 73.47
2021-06-30 $708k 10k 69.15
2021-03-31 $708k 10k 69.15
2020-12-31 $697k 10k 67.92