Ishares Tr usa min vo shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $19M | 222k | 83.96 |
| 2024-03-31 | $21M | 251k | 83.58 |
| 2023-12-31 | $20M | 261k | 78.03 |
| 2023-09-30 | $20M | 276k | 72.38 |
| 2023-06-30 | $21M | 280k | 74.33 |
| 2023-03-31 | $21M | 282k | 72.74 |
| 2022-12-31 | $21M | 292k | 72.10 |
| 2022-09-30 | $20M | 304k | 66.10 |
| 2022-06-30 | $22M | 311k | 70.21 |
| 2022-03-31 | $25M | 328k | 77.57 |
| 2021-12-31 | $27M | 335k | 80.90 |
| 2021-09-30 | $24M | 330k | 73.50 |
| 2021-06-30 | $23M | 317k | 73.61 |
| 2021-03-31 | $21M | 309k | 69.19 |
| 2020-12-31 | $20M | 297k | 67.88 |
| 2020-09-30 | $18M | 277k | 63.73 |
| 2020-06-30 | $17M | 280k | 60.63 |
| 2020-03-31 | $15M | 275k | 54.01 |
| 2019-12-31 | $17M | 266k | 65.60 |