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Ishares Tr usa min vo shares owned by Mountain Capital Investment Advisors

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

Historical chart of Mountain Capital 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 Mountain Capital 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 3.7k 78.46
2023-09-30 $239k 3.2k 73.92
2023-06-30 $256k 3.4k 75.91
2023-03-31 $8.5M 114k 74.13
2022-12-31 $1.4M 19k 73.14
2022-09-30 $1.2M 18k 67.38
2022-06-30 $869k 12k 71.57
2022-03-31 $924k 12k 78.11
2021-12-31 $1.1M 13k 78.63
2021-03-31 $592k 8.3k 71.03
2020-12-31 $1.5M 23k 68.01
2020-09-30 $1.4M 22k 66.32
2020-06-30 $7.0M 114k 60.98
2020-03-31 $7.1M 121k 59.16
2019-12-31 $8.4M 128k 65.62
2019-09-30 $2.4M 37k 64.11
2019-06-30 $582k 9.2k 63.28
2019-03-31 $374k 6.4k 58.80