Ishares Tr usa min vo shares owned by Trilogy Capital
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 42k | 95.14 |
| 2025-06-30 | $4.2M | 45k | 93.87 |
| 2025-03-31 | $5.2M | 55k | 93.66 |
| 2024-12-31 | $25M | 282k | 88.79 |
| 2024-09-30 | $26M | 285k | 91.31 |
| 2024-06-30 | $25M | 298k | 83.96 |
| 2024-03-31 | $18M | 221k | 83.58 |
| 2023-12-31 | $18M | 235k | 78.03 |
| 2023-09-30 | $19M | 257k | 72.38 |
| 2023-06-30 | $20M | 263k | 75.81 |
| 2023-03-31 | $20M | 275k | 72.74 |
| 2022-12-31 | $19M | 270k | 72.10 |
| 2022-09-30 | $21M | 317k | 66.10 |
| 2022-06-30 | $22M | 313k | 70.21 |
| 2022-03-31 | $24M | 314k | 77.57 |
| 2021-12-31 | $41M | 507k | 80.90 |
| 2021-09-30 | $38M | 510k | 73.50 |
| 2021-06-30 | $40M | 527k | 75.01 |
| 2021-03-31 | $38M | 543k | 69.19 |
| 2020-12-31 | $37M | 552k | 67.88 |
| 2020-09-30 | $36M | 557k | 63.73 |
| 2020-06-30 | $33M | 532k | 62.91 |
| 2020-03-31 | $30M | 503k | 59.41 |
| 2019-12-31 | $21M | 320k | 65.62 |
| 2019-09-30 | $21M | 324k | 64.03 |
| 2019-06-30 | $21M | 326k | 63.27 |
| 2019-03-31 | $19M | 327k | 58.80 |
| 2018-12-31 | $17M | 330k | 52.40 |
| 2018-09-30 | $20M | 354k | 57.04 |
| 2018-06-30 | $18M | 346k | 53.16 |
| 2018-03-31 | $17M | 324k | 51.93 |
| 2017-12-31 | $15M | 279k | 52.78 |