Market Street Wealth Management Advisors »

Ishares Tr usa min vo shares owned by Market Street Wealth Management Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Market Street Wealth Management Advisors from 13F filings

Historical chart of Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $966k 12k 83.58
2023-12-31 $1.2M 15k 78.03
2023-09-30 $5.5M 75k 72.38
2023-06-30 $8.8M 118k 74.33
2023-03-31 $8.4M 116k 72.74
2022-12-31 $3.0M 41k 72.10
2022-09-30 $2.2M 33k 66.11
2022-06-30 $2.5M 35k 70.20
2022-03-31 $2.9M 37k 77.58
2021-12-31 $2.5M 31k 80.89
2021-03-31 $364k 5.3k 69.12