Ishares Tr usa min vo shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $820k | 8.6k | 95.14 |
| 2025-06-30 | $810k | 8.6k | 93.87 |
| 2025-03-31 | $737k | 7.9k | 93.66 |
| 2024-12-31 | $665k | 7.5k | 88.79 |
| 2020-12-31 | $3.0k | 39 | 76.92 |
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