Ishares Tr usa min vo shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $1.5M | 20k | 73.50 |
| 2021-06-30 | $1.5M | 20k | 73.60 |
| 2021-03-31 | $1.4M | 20k | 69.17 |
| 2020-12-31 | $1.3M | 20k | 63.71 |
| 2020-09-30 | $1.3M | 20k | 64.01 |
| 2020-06-30 | $1.2M | 20k | 60.63 |
| 2020-03-31 | $1.4M | 24k | 59.57 |
| 2019-12-31 | $2.4M | 36k | 65.49 |
| 2019-09-30 | $2.3M | 37k | 64.10 |
| 2019-06-30 | $2.3M | 37k | 63.19 |
| 2019-03-31 | $2.2M | 37k | 58.94 |
| 2018-12-31 | $2.0M | 38k | 52.91 |
| 2018-09-30 | $463k | 8.5k | 54.73 |
| 2018-06-30 | $473k | 8.9k | 53.15 |
| 2018-03-31 | $697k | 13k | 51.96 |
| 2017-12-31 | $769k | 14k | 54.60 |