Ishares Tr usa min vo shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $472k | 5.6k | 83.57 |
| 2023-12-31 | $305k | 3.9k | 78.03 |
| 2023-09-30 | $162k | 2.2k | 72.38 |
| 2023-06-30 | $45k | 607 | 74.33 |
| 2023-03-31 | $37k | 502 | 72.74 |
| 2022-12-31 | $36k | 502 | 72.10 |
| 2022-09-30 | $33k | 502 | 65.74 |
| 2022-06-30 | $35k | 502 | 69.72 |
| 2022-03-31 | $39k | 502 | 77.69 |
| 2021-12-31 | $41k | 509 | 80.55 |
| 2021-09-30 | $37k | 502 | 73.71 |