Ishares Tr usa min vo shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 141k | 72.38 |
| 2023-03-31 | $6.3M | 87k | 72.74 |
| 2022-12-31 | $6.6M | 90k | 73.78 |
| 2022-09-30 | $13M | 192k | 66.26 |
| 2022-06-30 | $13M | 191k | 70.21 |
| 2022-03-31 | $9.6M | 121k | 78.94 |
| 2021-12-31 | $9.4M | 116k | 80.90 |
| 2020-09-30 | $5.0M | 77k | 64.59 |
| 2018-09-30 | $25k | 446 | 56.05 |
| 2018-06-30 | $55k | 1.1k | 52.13 |
| 2018-03-31 | $55k | 1.1k | 52.13 |
| 2017-09-30 | $951k | 19k | 50.35 |
| 2017-06-30 | $1.1M | 23k | 48.92 |