Ishares Tr usa min vo shares owned by Oxford Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $328k | 3.6k | 91.31 |
| 2024-03-31 | $300k | 3.6k | 83.58 |
| 2023-12-31 | $326k | 4.2k | 78.03 |
| 2023-09-30 | $353k | 4.9k | 72.38 |
| 2023-06-30 | $518k | 7.0k | 74.33 |
| 2023-03-31 | $458k | 6.3k | 72.74 |
| 2022-12-31 | $2.8M | 39k | 72.10 |
| 2022-09-30 | $301k | 4.6k | 65.99 |
| 2022-06-30 | $320k | 4.6k | 70.16 |
| 2022-03-31 | $622k | 8.0k | 77.62 |
| 2021-12-31 | $415k | 5.1k | 80.91 |
| 2021-09-30 | $468k | 6.4k | 73.46 |
| 2021-06-30 | $468k | 6.4k | 73.61 |
| 2021-03-31 | $439k | 6.3k | 69.16 |
| 2020-12-31 | $430k | 6.3k | 67.88 |
| 2020-09-30 | $403k | 6.3k | 63.78 |
| 2020-06-30 | $382k | 6.3k | 60.62 |
| 2020-03-31 | $302k | 5.6k | 54.00 |