Ishares Tr usa min vo shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 65k | 83.58 |
| 2023-12-31 | $5.2M | 67k | 78.03 |
| 2023-09-30 | $5.3M | 73k | 72.38 |
| 2023-06-30 | $5.1M | 69k | 74.33 |
| 2023-03-31 | $4.6M | 64k | 72.74 |
| 2022-12-31 | $4.4M | 61k | 72.10 |
| 2022-09-30 | $3.4M | 51k | 66.10 |
| 2022-06-30 | $3.5M | 49k | 70.21 |
| 2022-03-31 | $3.8M | 48k | 77.57 |
| 2021-12-31 | $3.9M | 48k | 80.90 |
More positions owned by Kathleen S. Wright Associates
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