Ishares Tr usa min vo shares owned by Sweeney & Michel
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in Ishares Tr usa min vo
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All positions including Ishares Tr usa min vo held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr usa min vo by Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 19k | 96.03 |
| 2025-09-30 | $1.8M | 19k | 93.99 |
| 2025-06-30 | $1.7M | 18k | 92.74 |
| 2025-03-31 | $1.5M | 18k | 85.42 |
| 2024-09-30 | $1.6M | 17k | 92.87 |
| 2024-06-30 | $1.4M | 17k | 84.01 |
| 2024-03-31 | $1.4M | 17k | 82.99 |
| 2023-09-30 | $1.4M | 19k | 73.87 |
| 2023-06-30 | $1.2M | 16k | 74.77 |
| 2023-03-31 | $1.1M | 16k | 72.08 |