Ishares Tr usa min vo shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 14k | 78.03 |
| 2023-09-30 | $1.0M | 14k | 72.38 |
| 2023-06-30 | $963k | 13k | 74.33 |
| 2023-03-31 | $1.0M | 14k | 72.74 |
| 2022-12-31 | $988k | 14k | 72.10 |
| 2022-09-30 | $938k | 14k | 66.08 |
| 2022-06-30 | $1.0M | 15k | 70.23 |
| 2022-03-31 | $1.2M | 16k | 77.58 |
| 2021-12-31 | $1.3M | 16k | 80.89 |
| 2021-09-30 | $1.2M | 16k | 73.52 |
| 2021-06-30 | $1.3M | 18k | 73.59 |
| 2021-03-31 | $1.8M | 26k | 69.19 |
| 2020-12-31 | $2.3M | 34k | 67.87 |
| 2020-09-30 | $2.3M | 35k | 63.73 |
| 2020-06-30 | $2.2M | 36k | 60.63 |
| 2020-03-31 | $2.5M | 46k | 54.00 |
| 2019-12-31 | $2.7M | 42k | 65.59 |
| 2019-09-30 | $2.0M | 31k | 64.11 |
| 2019-06-30 | $1.0M | 17k | 61.75 |
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