Ishares Tr usa min vo shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Summit Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 25k | 88.79 |
| 2024-09-30 | $2.5M | 27k | 91.31 |
| 2024-03-31 | $2.2M | 27k | 83.58 |
| 2023-12-31 | $2.1M | 27k | 78.03 |
| 2023-09-30 | $2.0M | 27k | 72.38 |
| 2023-06-30 | $2.2M | 30k | 74.33 |
| 2023-03-31 | $2.3M | 31k | 72.74 |
| 2022-12-31 | $2.3M | 32k | 72.10 |
More positions owned by Summit Investment Advisory Services
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