Ishares Tr usa min vo shares owned by PDS Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $684k | 7.5k | 91.31 |
| 2024-03-31 | $626k | 7.5k | 83.58 |
| 2023-12-31 | $584k | 7.5k | 78.03 |
| 2023-09-30 | $645k | 8.9k | 72.38 |
| 2023-06-30 | $665k | 9.0k | 74.33 |
| 2023-03-31 | $650k | 8.9k | 72.74 |
| 2022-12-31 | $642k | 8.9k | 72.10 |
| 2022-09-30 | $584k | 8.8k | 66.15 |
| 2022-06-30 | $620k | 8.8k | 70.23 |
| 2022-03-31 | $754k | 9.7k | 77.60 |
| 2021-12-31 | $743k | 9.2k | 80.89 |
| 2021-09-30 | $672k | 9.1k | 73.52 |
| 2021-06-30 | $728k | 9.9k | 73.57 |
| 2021-03-31 | $681k | 9.8k | 69.21 |
| 2020-12-31 | $668k | 9.8k | 67.89 |
| 2020-09-30 | $629k | 9.9k | 63.73 |
| 2020-06-30 | $596k | 9.8k | 60.63 |
| 2020-03-31 | $524k | 9.7k | 54.04 |
| 2019-12-31 | $184k | 2.8k | 65.46 |
| 2019-09-30 | $274k | 4.3k | 64.03 |
| 2019-06-30 | $265k | 4.3k | 61.70 |
| 2019-03-31 | $252k | 4.3k | 58.81 |
| 2018-12-31 | $206k | 3.9k | 52.42 |
| 2018-06-30 | $164k | 3.1k | 53.16 |
| 2018-03-31 | $218k | 4.2k | 52.02 |
| 2017-12-31 | $301k | 5.7k | 52.86 |