Ishares Tr usa min vo shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr usa min vo by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 95.14 |
| 2025-06-30 | $2.0M | 22k | 93.87 |
| 2025-03-31 | $2.5M | 26k | 93.66 |
| 2024-12-31 | $2.6M | 30k | 88.79 |
| 2024-09-30 | $2.8M | 30k | 91.31 |
| 2024-06-30 | $2.6M | 31k | 83.96 |
| 2024-03-31 | $2.7M | 32k | 83.58 |
| 2023-12-31 | $2.6M | 33k | 78.03 |
| 2023-09-30 | $2.4M | 33k | 72.38 |
| 2023-06-30 | $2.5M | 33k | 74.33 |
| 2023-03-31 | $2.4M | 33k | 72.74 |
| 2022-12-31 | $2.4M | 34k | 72.10 |
More positions owned by Tanglewood Legacy Advisors
View all positions for Tanglewood Legacy Advisors