Ishares Tr usa min vo shares owned by Symphony Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $322k | 3.6k | 90.70 |
| 2024-09-30 | $364k | 4.0k | 91.07 |
| 2024-06-30 | $336k | 4.0k | 84.05 |
| 2024-03-31 | $334k | 4.0k | 83.58 |
| 2023-12-31 | $389k | 5.0k | 78.58 |
| 2023-09-30 | $384k | 5.4k | 71.86 |
| 2023-06-30 | $410k | 5.6k | 73.56 |
| 2022-03-31 | $1.6M | 20k | 78.36 |
| 2021-12-31 | $1.4M | 18k | 80.42 |
| 2021-09-30 | $1.4M | 19k | 74.27 |
| 2021-06-30 | $1.2M | 17k | 73.60 |
| 2021-03-31 | $1.9M | 27k | 70.50 |
| 2020-12-31 | $1.9M | 29k | 66.94 |
| 2020-09-30 | $2.5M | 40k | 63.72 |
| 2020-06-30 | $5.0M | 83k | 60.62 |
| 2020-03-31 | $4.3M | 78k | 55.37 |