Ishares Tr usa min vo shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.3M | 32k | 72.38 |
| 2023-06-30 | $2.7M | 36k | 74.33 |
| 2023-03-31 | $2.2M | 30k | 72.74 |
| 2022-12-31 | $1.7M | 24k | 72.10 |
| 2022-09-30 | $1.6M | 24k | 66.12 |
| 2022-06-30 | $1.4M | 19k | 70.20 |
| 2022-03-31 | $1.4M | 18k | 77.59 |
| 2021-12-31 | $1.6M | 20k | 80.91 |
| 2021-09-30 | $742k | 10k | 73.45 |
| 2021-06-30 | $709k | 9.6k | 73.59 |
| 2021-03-31 | $1.1M | 16k | 69.18 |
| 2020-12-31 | $1.3M | 19k | 67.88 |
| 2020-09-30 | $937k | 15k | 63.72 |
| 2020-06-30 | $951k | 16k | 60.65 |
| 2020-03-31 | $1.2M | 22k | 53.99 |
| 2019-12-31 | $1.4M | 21k | 67.15 |
| 2019-09-30 | $913k | 14k | 63.42 |
| 2019-06-30 | $529k | 8.5k | 62.35 |
| 2019-03-31 | $496k | 8.4k | 58.78 |
| 2018-12-31 | $473k | 8.4k | 56.06 |
| 2018-09-30 | $477k | 8.4k | 56.53 |
| 2018-06-30 | $449k | 8.4k | 53.21 |
| 2018-03-31 | $438k | 8.4k | 51.91 |
More positions owned by Mount Yale Investment Advisors
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