Ishares Tr usa min vo shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $3.2M | 61k | 51.93 |
| 2017-12-31 | $2.6M | 49k | 52.77 |
| 2017-09-30 | $4.8M | 96k | 50.34 |
| 2017-06-30 | $4.2M | 87k | 48.92 |
| 2017-03-31 | $4.0M | 85k | 47.71 |
| 2016-12-31 | $5.4M | 119k | 45.21 |
| 2016-09-30 | $4.3M | 95k | 45.43 |
| 2016-06-30 | $4.3M | 94k | 46.20 |
| 2016-03-31 | $4.3M | 98k | 43.92 |
| 2015-12-31 | $593k | 14k | 41.78 |