Ishares Tr usa min vo shares owned by Latitude Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 4.5k | 95.13 |
| 2025-06-30 | $443k | 4.7k | 93.86 |
| 2025-03-31 | $479k | 5.1k | 93.67 |
| 2024-12-31 | $440k | 5.0k | 88.79 |
| 2024-09-30 | $583k | 6.4k | 91.31 |
| 2024-06-30 | $407k | 4.8k | 83.96 |
| 2024-03-31 | $397k | 4.7k | 83.58 |
| 2023-12-31 | $397k | 5.1k | 78.02 |
| 2023-09-30 | $402k | 5.6k | 72.38 |
| 2023-06-30 | $474k | 6.4k | 74.34 |
| 2023-03-31 | $411k | 5.7k | 72.74 |
| 2022-12-31 | $456k | 6.3k | 72.10 |
| 2022-09-30 | $488k | 7.4k | 66.10 |
| 2022-06-30 | $423k | 6.0k | 70.18 |
| 2022-03-31 | $1.4M | 19k | 77.59 |
| 2021-12-31 | $1.1M | 13k | 80.87 |
| 2021-09-30 | $835k | 11k | 73.47 |
| 2021-06-30 | $403k | 5.5k | 73.59 |
| 2021-03-31 | $295k | 4.3k | 69.28 |
| 2020-12-31 | $293k | 4.3k | 67.86 |