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Ishares Tr usa min vo shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 50k 83.58
2023-12-31 $4.7M 60k 78.03
2023-09-30 $2.1M 29k 72.38
2023-06-30 $682k 9.2k 74.33