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Ishares Tr usa min vo shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $59k 757 78.03
2021-12-31 $65k 800 81.25
2021-09-30 $74k 1.0k 73.71
2021-06-30 $74k 1.0k 73.71
2021-03-31 $69k 1.0k 68.73
2020-12-31 $68k 1.0k 67.73
2020-09-30 $64k 1.0k 63.75
2020-06-30 $116k 1.9k 60.48