Ishares Tr usa min vo shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 17k | 91.31 |
| 2024-06-30 | $1.3M | 16k | 83.96 |
| 2024-03-31 | $1.3M | 16k | 83.58 |
| 2023-12-31 | $654k | 8.4k | 78.03 |
| 2023-09-30 | $807k | 11k | 72.38 |
| 2023-06-30 | $739k | 9.9k | 74.33 |
| 2023-03-31 | $650k | 8.9k | 72.74 |
| 2022-12-31 | $330k | 4.6k | 72.10 |