Ishares Tr usa min vo shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23k | 247 | 91.31 |
| 2024-06-30 | $21k | 247 | 83.96 |
| 2024-03-31 | $21k | 247 | 83.58 |
| 2023-12-31 | $19k | 247 | 78.03 |
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