Ishares Tr usa min vo shares owned by Planning Directions
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $492k | 6.3k | 78.03 |
| 2023-09-30 | $838k | 12k | 72.35 |
| 2023-06-30 | $1.1M | 15k | 74.33 |
| 2023-03-31 | $1.7M | 24k | 72.73 |
| 2022-12-31 | $1.8M | 24k | 72.09 |
| 2022-09-30 | $1.7M | 25k | 66.08 |
| 2022-06-30 | $1.8M | 26k | 70.23 |
| 2022-03-31 | $2.1M | 28k | 77.58 |
| 2021-12-31 | $2.2M | 28k | 80.89 |
| 2021-09-30 | $2.3M | 31k | 73.49 |
| 2021-06-30 | $2.2M | 30k | 73.61 |
| 2021-03-31 | $2.2M | 32k | 69.20 |
| 2020-12-31 | $2.2M | 32k | 67.89 |
| 2020-09-30 | $2.0M | 32k | 63.73 |
| 2020-06-30 | $2.0M | 32k | 60.62 |
| 2020-03-31 | $1.2M | 22k | 54.01 |
| 2019-12-31 | $1.9M | 29k | 65.61 |
| 2019-09-30 | $1.5M | 24k | 64.08 |
| 2019-06-30 | $1.3M | 21k | 61.74 |
| 2019-03-31 | $1.2M | 20k | 58.78 |
| 2018-12-31 | $1.1M | 20k | 52.38 |
| 2018-09-30 | $1.2M | 21k | 57.04 |
| 2018-06-30 | $1.1M | 21k | 53.16 |
| 2018-03-31 | $1.2M | 22k | 51.93 |