Ishares Tr usa min vo shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $529k | 5.8k | 91.31 |
| 2024-03-31 | $540k | 6.5k | 83.58 |
| 2023-12-31 | $505k | 6.5k | 78.03 |
| 2023-09-30 | $468k | 6.5k | 72.38 |
| 2023-06-30 | $493k | 6.6k | 74.33 |
| 2023-03-31 | $493k | 6.8k | 72.74 |
| 2022-12-31 | $488k | 6.8k | 72.10 |
| 2022-09-30 | $448k | 6.8k | 66.15 |
| 2022-06-30 | $475k | 6.8k | 70.14 |
| 2022-03-31 | $560k | 7.2k | 77.59 |
| 2021-12-31 | $542k | 7.2k | 75.09 |
| 2021-09-30 | $592k | 7.6k | 78.11 |
| 2021-06-30 | $576k | 7.7k | 75.03 |
| 2021-03-31 | $576k | 8.1k | 70.84 |
| 2020-12-31 | $574k | 8.4k | 67.94 |
| 2020-09-30 | $618k | 9.4k | 65.42 |
| 2020-06-30 | $1.0M | 16k | 61.09 |
| 2020-03-31 | $670k | 12k | 57.58 |
| 2019-12-31 | $369k | 5.6k | 65.68 |
More positions owned by Stonebridge Financial Planning Group
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