Ishares Tr usa min vo shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 44k | 95.14 |
| 2025-06-30 | $4.2M | 45k | 93.87 |
| 2025-03-31 | $4.6M | 49k | 93.66 |
| 2024-12-31 | $4.3M | 49k | 88.79 |
| 2024-09-30 | $4.5M | 49k | 91.31 |
| 2024-06-30 | $3.4M | 41k | 83.96 |
| 2024-03-31 | $3.3M | 40k | 83.58 |
| 2023-12-31 | $6.8M | 87k | 78.03 |
| 2023-09-30 | $6.1M | 85k | 72.38 |
| 2023-06-30 | $8.7M | 117k | 74.32 |
| 2023-03-31 | $8.0M | 110k | 72.74 |
| 2022-12-31 | $5.2M | 72k | 72.10 |
| 2022-09-30 | $4.0M | 61k | 66.28 |
| 2022-06-30 | $4.1M | 58k | 70.22 |
| 2021-12-31 | $5.4M | 66k | 80.89 |