Ishares Tr usa min vo shares owned by StrongBox Wealth
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by StrongBox Wealth
from 13F filings
Historical chart of StrongBox Wealth investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by StrongBox Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 8.8k | 95.14 |
| 2025-06-30 | $789k | 8.4k | 93.87 |
| 2024-12-31 | $713k | 8.0k | 88.79 |
| 2024-09-30 | $736k | 8.1k | 91.31 |
| 2024-06-30 | $645k | 7.7k | 83.96 |
| 2024-03-31 | $564k | 7.2k | 78.03 |
| 2023-12-31 | $564k | 7.2k | 78.03 |
| 2023-09-30 | $520k | 7.2k | 72.38 |
| 2023-06-30 | $534k | 7.2k | 74.33 |
| 2023-03-31 | $459k | 6.3k | 72.74 |
| 2022-12-31 | $455k | 6.3k | 72.10 |
| 2022-09-30 | $417k | 6.3k | 66.03 |
| 2022-06-30 | $441k | 6.3k | 70.17 |
| 2022-03-31 | $488k | 6.3k | 77.65 |
| 2021-12-31 | $495k | 6.1k | 80.95 |
| 2021-09-30 | $456k | 6.2k | 73.43 |
| 2021-06-30 | $748k | 10k | 73.62 |
| 2021-03-31 | $1.4M | 21k | 69.18 |
| 2020-12-31 | $3.7M | 55k | 67.89 |
| 2020-09-30 | $3.8M | 60k | 63.73 |
| 2020-06-30 | $3.7M | 62k | 60.62 |
| 2020-03-31 | $3.4M | 63k | 54.00 |