Ishares Tr usa min vo shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.8M | 112k | 78.03 |
| 2023-09-30 | $9.0M | 124k | 72.38 |
| 2023-06-30 | $18M | 237k | 74.33 |
| 2023-03-31 | $20M | 270k | 72.28 |
| 2022-12-31 | $20M | 271k | 72.10 |
| 2022-09-30 | $18M | 278k | 66.10 |
| 2022-06-30 | $20M | 284k | 70.21 |
| 2022-03-31 | $24M | 304k | 77.57 |
| 2021-12-31 | $25M | 307k | 80.90 |
| 2021-09-30 | $23M | 312k | 73.50 |
| 2021-06-30 | $36M | 353k | 103.13 |
| 2021-03-31 | $25M | 377k | 67.54 |
| 2020-12-31 | $27M | 390k | 67.88 |
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