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Ishares Tr usa min vo shares owned by SWMG

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by SWMG from 13F filings

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 18k 78.03
2023-09-30 $2.2M 30k 72.38
2023-06-30 $2.7M 37k 74.33
2023-03-31 $2.6M 35k 72.74
2022-12-31 $1.9M 27k 72.10
2022-09-30 $1.6M 25k 66.11
2022-03-31 $1.9M 24k 77.56
2021-12-31 $2.1M 26k 80.88
2021-03-31 $1.2M 17k 69.21
2020-12-31 $1.1M 16k 66.65