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Ishares Tr usa min vo shares owned by Howe and Rusling

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

Historical chart of Howe and Rusling investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 155 91.32
2024-03-31 $2.8k 34 83.59
2023-12-31 $170k 2.2k 78.03
2023-09-30 $55k 765 72.38
2023-06-30 $891 12 74.33
2023-03-31 $11k 150 72.74
2022-09-30 $16k 235 68.09
2022-06-30 $16k 235 68.09
2021-03-31 $126k 1.8k 69.42
2020-12-31 $60k 881 68.10
2020-09-30 $14k 213 65.73
2020-06-30 $18k 305 59.02
2020-03-31 $14k 259 54.05
2019-12-31 $67k 1.0k 65.37
2019-09-30 $6.0k 101 59.41