Ishares Tr usa min vo shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management 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 Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr usa min vo by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.5M | 26k | 96.46 |
| 2026-03-31 | $2.5M | 27k | 92.74 |
| 2025-12-31 | $2.6M | 28k | 94.17 |
| 2025-09-30 | $2.7M | 28k | 95.14 |
| 2025-06-30 | $2.6M | 28k | 93.87 |
| 2025-03-31 | $2.6M | 28k | 93.67 |
| 2024-12-31 | $2.5M | 29k | 88.79 |
| 2024-09-30 | $2.6M | 29k | 91.31 |
| 2024-06-30 | $2.5M | 30k | 83.96 |
| 2024-03-31 | $2.6M | 31k | 83.58 |
| 2023-12-31 | $2.5M | 32k | 78.03 |
| 2023-09-30 | $2.3M | 31k | 72.38 |
| 2023-06-30 | $2.5M | 5.7k | 436.99 |
| 2023-03-31 | $2.6M | 36k | 72.74 |
| 2022-12-31 | $2.7M | 37k | 72.10 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors