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Ishares Tr usa min vo shares owned by Strait & Sound Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Strait & Sound Wealth Management from 13F filings

Historical chart of Strait & Sound Wealth Management 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 Strait & Sound Wealth Management 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 95.14
2025-06-30 $1.1M 11k 93.87
2025-03-31 $967k 10k 93.66
2024-12-31 $527k 5.9k 88.79
2024-09-30 $524k 5.7k 91.31