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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr usa min vo held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 220k | 91.31 |
| 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 |