Ishares Tr usa min vo shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 129k | 95.14 |
| 2025-06-30 | $12M | 126k | 93.87 |
| 2025-03-31 | $10M | 106k | 93.66 |
| 2024-12-31 | $8.7M | 98k | 88.78 |
| 2024-09-30 | $7.3M | 80k | 91.31 |
| 2024-06-30 | $6.6M | 79k | 83.96 |
| 2024-03-31 | $7.5M | 90k | 83.58 |
| 2023-12-31 | $6.3M | 81k | 78.03 |