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Ishares Tr usa min vo shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth Management 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 Mattern Wealth Management 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 Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 17k 78.03
2023-09-30 $1.2M 17k 72.38
2023-06-30 $1.2M 17k 74.33
2023-03-31 $1.7M 24k 72.74
2022-12-31 $1.8M 24k 72.10
2022-09-30 $1.6M 24k 66.09
2022-06-30 $1.7M 24k 70.20
2022-03-31 $1.9M 24k 77.59
2021-12-31 $2.0M 24k 80.91
2021-09-30 $1.8M 24k 73.48
2021-06-30 $1.8M 24k 75.27
2021-03-31 $1.8M 25k 69.20
2020-12-31 $1.8M 27k 67.88
2020-09-30 $4.7M 74k 63.73
2020-06-30 $6.5M 108k 60.63
2020-03-31 $7.0M 129k 54.01
2019-12-31 $2.1M 32k 65.61