Ishares Tr usa min vo shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $74M | 1.0M | 72.38 |
| 2023-06-30 | $81M | 1.1M | 74.33 |
| 2023-03-31 | $76M | 1.0M | 72.74 |
| 2022-12-31 | $69M | 956k | 72.10 |
| 2022-09-30 | $62M | 932k | 66.10 |
| 2022-06-30 | $62M | 887k | 70.21 |
| 2022-03-31 | $73M | 936k | 77.57 |
| 2021-12-31 | $87M | 1.1M | 80.90 |
| 2021-09-30 | $72M | 984k | 73.50 |
| 2021-06-30 | $67M | 915k | 73.61 |
| 2021-03-31 | $40M | 583k | 69.19 |
| 2020-12-31 | $42M | 611k | 67.88 |
| 2020-09-30 | $44M | 685k | 63.73 |
| 2020-06-30 | $37M | 609k | 60.63 |
| 2020-03-31 | $29M | 527k | 54.01 |
| 2019-12-31 | $37M | 571k | 65.60 |
| 2019-09-30 | $29M | 448k | 64.10 |
| 2019-06-30 | $12M | 194k | 61.82 |
| 2019-03-31 | $8.1M | 137k | 58.80 |
| 2018-12-31 | $684k | 13k | 52.37 |
| 2018-09-30 | $535k | 9.4k | 57.08 |
| 2018-06-30 | $515k | 9.7k | 53.22 |
| 2018-03-31 | $489k | 9.6k | 51.04 |
| 2017-12-31 | $408k | 7.6k | 53.48 |
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