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Ishares Tr usa min vo shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 111k 91.31
2024-06-30 $23M 276k 83.96
2024-03-31 $23M 275k 83.58
2023-12-31 $21M 270k 78.03
2023-09-30 $25M 342k 72.38
2023-06-30 $11M 154k 74.33
2023-03-31 $11M 153k 72.74
2022-12-31 $7.6M 106k 72.10
2022-09-30 $7.4M 108k 68.93
2022-06-30 $7.6M 108k 70.35
2022-03-31 $9.2M 119k 77.57
2021-12-31 $11M 135k 80.90
2021-09-30 $5.9M 80k 73.50
2021-06-30 $8.6M 117k 73.61
2021-03-31 $8.3M 120k 69.19
2020-12-31 $9.7M 143k 67.88
2020-09-30 $9.1M 143k 63.73
2020-06-30 $8.6M 142k 60.63
2019-12-31 $246k 3.7k 65.64
2019-09-30 $290k 4.5k 64.10