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Ishares Tr usa min vo shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 120k 91.31
2024-06-30 $10M 119k 83.96
2024-03-31 $9.7M 116k 83.58
2023-12-31 $9.0M 115k 78.03
2023-09-30 $16M 226k 72.38
2023-06-30 $16M 217k 74.33
2023-03-31 $15M 200k 72.74
2022-12-31 $14M 194k 72.10
2022-09-30 $13M 191k 66.10
2022-06-30 $13M 184k 70.21
2022-03-31 $14M 176k 77.57
2021-12-31 $13M 166k 80.90
2021-09-30 $12M 159k 73.50
2021-06-30 $11M 149k 74.47
2021-03-31 $9.7M 140k 69.19
2020-12-31 $7.8M 114k 67.88
2020-09-30 $6.6M 103k 63.73
2020-06-30 $5.7M 95k 60.63
2020-03-31 $4.4M 81k 54.01
2019-12-31 $3.1M 47k 65.61
2019-09-30 $2.3M 35k 64.11