RFG Advisory »

Ishares Tr usa min vo shares owned by RFG Advisory

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by RFG Advisory from 13F filings

Historical chart of RFG Advisory 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 RFG Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by RFG Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 3.3k 95.13
2025-06-30 $231k 2.5k 93.88
2025-03-31 $267k 2.9k 93.66
2024-12-31 $221k 2.5k 88.81
2024-09-30 $238k 2.6k 91.31
2024-06-30 $604k 7.2k 83.96
2024-03-31 $1.1M 14k 83.58
2023-12-31 $1.8M 23k 78.03
2023-09-30 $3.1M 42k 72.38
2023-06-30 $3.8M 52k 74.33
2023-03-31 $3.9M 54k 72.74
2022-12-31 $4.0M 55k 72.98
2022-09-30 $2.8M 40k 70.86
2022-06-30 $3.3M 44k 74.01
2022-03-31 $1.3M 17k 77.56
2021-12-31 $1.9M 24k 80.91
2021-09-30 $342k 4.7k 73.55
2021-06-30 $1.1M 15k 73.64
2021-03-31 $1.7M 25k 69.19
2020-12-31 $2.8M 40k 68.38
2020-09-30 $2.4M 38k 63.72
2020-06-30 $1.9M 31k 60.62
2020-03-31 $2.1M 38k 54.02
2019-12-31 $3.8M 58k 65.59
2019-09-30 $3.7M 57k 64.09
2019-06-30 $295k 4.8k 61.66
2019-03-31 $1.8M 31k 58.72
2018-12-31 $953k 18k 52.41
2018-09-30 $1.2M 21k 57.05
2018-06-30 $688k 13k 53.16
2017-12-31 $308k 5.8k 53.03
2017-09-30 $392k 7.8k 50.50
2017-06-30 $1.1M 23k 48.88
2017-03-31 $2.1M 45k 47.70
2016-12-31 $4.5M 101k 44.67
2016-09-30 $3.8M 85k 44.67
2016-06-30 $6.4M 140k 46.21
2016-03-31 $6.4M 145k 43.96
2015-12-31 $2.5M 60k 41.83
2015-03-31 $1.3M 31k 41.13
2014-12-31 $3.1M 77k 40.48