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Ishares Tr usa min vo shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment 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 Milestone Investment Advisors 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 48k 91.31
2024-06-30 $4.0M 48k 83.96
2024-03-31 $4.0M 48k 83.58
2023-12-31 $3.9M 50k 78.03
2023-09-30 $4.3M 59k 72.38
2023-06-30 $4.5M 60k 74.33
2023-03-31 $4.8M 66k 72.74
2022-12-31 $4.8M 67k 72.10