Ishares Tr usa min vo shares owned by Holistic Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $860k | 9.0k | 95.14 |
| 2025-06-30 | $950k | 10k | 93.87 |
| 2025-03-31 | $895k | 9.6k | 93.66 |
| 2024-12-31 | $849k | 9.6k | 88.79 |
| 2024-09-30 | $898k | 9.8k | 91.31 |
| 2024-06-30 | $327k | 3.9k | 83.58 |
| 2024-03-31 | $327k | 3.9k | 83.58 |