Ishares Tr usa min vo shares owned by Independent Financial Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.4M | 58k | 92.74 |
| 2025-09-30 | $6.3M | 66k | 95.14 |
| 2025-06-30 | $6.2M | 66k | 93.87 |
| 2025-03-31 | $6.0M | 64k | 93.66 |
| 2024-12-31 | $5.1M | 57k | 88.79 |
| 2024-09-30 | $5.0M | 54k | 91.31 |
| 2024-06-30 | $5.6M | 66k | 83.96 |
| 2024-03-31 | $5.5M | 66k | 83.58 |
| 2023-12-31 | $5.0M | 64k | 78.03 |
| 2023-09-30 | $4.8M | 67k | 72.38 |
| 2023-06-30 | $2.5M | 34k | 74.33 |
| 2023-03-31 | $2.1M | 30k | 72.74 |
| 2022-12-31 | $1.3M | 19k | 72.10 |
| 2022-09-30 | $1.1M | 17k | 66.10 |
| 2022-06-30 | $941k | 13k | 70.22 |
| 2022-03-31 | $1.1M | 15k | 77.57 |
| 2021-12-31 | $1.3M | 16k | 80.90 |
| 2021-09-30 | $1.3M | 17k | 73.50 |
| 2021-06-30 | $1.3M | 18k | 73.61 |
| 2021-03-31 | $1.2M | 18k | 69.19 |
| 2020-12-31 | $1.2M | 17k | 67.88 |
| 2020-09-30 | $1.6M | 26k | 63.73 |
| 2020-06-30 | $1.8M | 30k | 60.63 |
| 2020-03-31 | $1.9M | 36k | 54.01 |
More positions owned by Independent Financial Group
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