Ishares Tr usa min vo shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 26k | 83.58 |
| 2023-12-31 | $2.0M | 26k | 78.03 |
| 2023-09-30 | $1.9M | 26k | 72.38 |
| 2023-06-30 | $2.9M | 38k | 74.33 |
| 2023-03-31 | $2.8M | 39k | 72.74 |
| 2022-12-31 | $2.8M | 39k | 72.10 |
| 2022-09-30 | $2.9M | 44k | 66.09 |
| 2022-06-30 | $3.1M | 45k | 70.21 |
| 2022-03-31 | $2.4M | 31k | 77.58 |
| 2021-12-31 | $2.5M | 31k | 80.91 |