Ishares Tr usa min vo shares owned by Summit Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr usa min vo by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 65k | 95.14 |
| 2025-06-30 | $6.0M | 64k | 93.87 |
| 2025-03-31 | $3.5M | 37k | 93.66 |
| 2024-12-31 | $2.7M | 30k | 88.79 |
| 2024-09-30 | $1.4M | 15k | 91.31 |
| 2024-06-30 | $1.1M | 14k | 83.96 |
| 2024-03-31 | $781k | 9.4k | 83.58 |
| 2023-12-31 | $642k | 8.2k | 78.03 |
| 2023-09-30 | $601k | 8.3k | 72.77 |
| 2023-06-30 | $697k | 9.4k | 74.33 |
| 2023-03-31 | $849k | 12k | 72.74 |
| 2022-12-31 | $700k | 9.7k | 72.10 |
| 2022-09-30 | $640k | 9.7k | 66.10 |
| 2022-06-30 | $282k | 4.0k | 70.20 |
| 2022-03-31 | $312k | 4.0k | 77.56 |
| 2021-12-31 | $402k | 5.0k | 80.89 |
| 2021-09-30 | $365k | 5.0k | 73.49 |
| 2021-06-30 | $296k | 4.0k | 73.60 |
| 2021-03-31 | $278k | 4.0k | 69.18 |
| 2020-12-31 | $314k | 4.6k | 67.88 |