Ishares Tr usa min vo shares owned by Regal Wealth Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Regal Wealth Group
from 13F filings
Historical chart of Regal Wealth Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Regal Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 55k | 78.00 |
| 2023-09-30 | $5.0M | 70k | 72.38 |
| 2023-06-30 | $5.0M | 68k | 73.31 |
| 2023-03-31 | $4.5M | 61k | 73.67 |
| 2022-12-31 | $4.5M | 63k | 72.10 |
| 2022-09-30 | $4.2M | 63k | 67.37 |
| 2022-06-30 | $4.3M | 61k | 70.22 |
| 2022-03-31 | $4.9M | 62k | 78.15 |
| 2021-12-31 | $5.1M | 63k | 80.89 |
| 2021-09-30 | $5.0M | 68k | 73.51 |
| 2021-06-30 | $5.0M | 69k | 73.61 |
| 2021-03-31 | $13M | 184k | 69.19 |
| 2020-12-31 | $12M | 181k | 67.88 |
| 2020-09-30 | $9.2M | 145k | 63.73 |
| 2020-06-30 | $8.8M | 145k | 60.63 |
| 2020-03-31 | $8.0M | 149k | 54.01 |
| 2019-12-31 | $13M | 190k | 65.60 |
| 2019-09-30 | $5.6M | 106k | 52.40 |
| 2019-06-30 | $8.8M | 142k | 61.73 |
| 2019-03-31 | $8.3M | 141k | 58.80 |
| 2018-12-31 | $5.6M | 106k | 52.40 |
| 2018-09-30 | $9.4M | 165k | 57.04 |
| 2018-06-30 | $5.5M | 103k | 53.16 |
| 2018-03-31 | $11M | 218k | 51.93 |
| 2017-12-31 | $12M | 221k | 52.78 |
| 2017-09-30 | $14M | 277k | 50.34 |
| 2017-06-30 | $13M | 268k | 48.93 |
| 2017-03-31 | $10M | 214k | 47.72 |
| 2016-12-31 | $9.5M | 210k | 45.22 |
| 2016-09-30 | $9.5M | 210k | 45.22 |
| 2016-06-30 | $9.5M | 210k | 45.22 |
| 2016-03-31 | $9.5M | 210k | 45.22 |
| 2015-12-31 | $9.5M | 210k | 45.22 |