Ishares Tr usa min vo shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.4M | 49k | 88.79 |
| 2024-09-30 | $4.6M | 51k | 91.31 |
| 2024-06-30 | $4.5M | 53k | 83.96 |
| 2024-03-31 | $5.0M | 60k | 83.58 |
| 2023-12-31 | $4.9M | 63k | 78.03 |
| 2023-09-30 | $5.1M | 71k | 72.38 |
| 2023-06-30 | $5.5M | 75k | 74.33 |
| 2023-03-31 | $5.5M | 75k | 72.74 |
| 2022-12-31 | $5.6M | 77k | 72.10 |
| 2022-09-30 | $5.4M | 81k | 66.88 |
| 2022-06-30 | $6.4M | 91k | 70.21 |
| 2022-03-31 | $7.3M | 94k | 78.20 |
| 2021-12-31 | $8.6M | 106k | 80.90 |
| 2021-09-30 | $8.3M | 113k | 73.73 |
| 2021-06-30 | $15M | 200k | 73.61 |
| 2021-03-31 | $26M | 365k | 71.92 |
| 2020-12-31 | $40M | 595k | 67.88 |
| 2020-09-30 | $39M | 615k | 63.73 |
| 2020-06-30 | $38M | 628k | 60.63 |
| 2020-03-31 | $36M | 658k | 54.01 |
| 2019-12-31 | $39M | 597k | 65.60 |