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Ishares Tr usa min vo shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 113k 78.03
2023-09-30 $6.1M 84k 72.38
2023-06-30 $5.8M 77k 74.33
2023-03-31 $2.6M 36k 72.73
2022-12-31 $2.2M 31k 72.11
2022-09-30 $2.1M 32k 66.09
2022-06-30 $1.6M 22k 70.21
2022-03-31 $2.1M 27k 77.58
2021-12-31 $2.7M 33k 80.89
2021-09-30 $1.5M 21k 73.48
2021-06-30 $1.5M 20k 73.62
2021-03-31 $5.0M 72k 69.19
2020-12-31 $4.8M 71k 67.88