Ishares Tr usa min vo shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $333k | 3.6k | 91.31 |
| 2024-06-30 | $344k | 4.1k | 83.96 |
| 2024-03-31 | $366k | 4.4k | 83.58 |
| 2023-12-31 | $474k | 6.1k | 78.03 |
| 2023-09-30 | $886k | 12k | 72.38 |
| 2023-06-30 | $922k | 12k | 74.33 |
| 2023-03-31 | $752k | 10k | 72.74 |
| 2022-12-31 | $436k | 6.0k | 72.10 |
| 2022-09-30 | $337k | 5.1k | 65.92 |
| 2022-06-30 | $308k | 4.4k | 70.16 |
| 2022-03-31 | $376k | 5.0k | 75.09 |
| 2021-12-31 | $26M | 317k | 80.90 |
| 2021-09-30 | $23M | 309k | 73.50 |
| 2021-06-30 | $23M | 318k | 73.61 |
| 2021-03-31 | $22M | 312k | 69.19 |
| 2020-12-31 | $20M | 298k | 67.88 |
| 2020-09-30 | $19M | 305k | 63.73 |
| 2020-06-30 | $22M | 368k | 60.63 |
| 2020-03-31 | $20M | 366k | 54.01 |
| 2019-12-31 | $33M | 498k | 65.60 |
| 2019-09-30 | $32M | 494k | 64.10 |
| 2019-06-30 | $29M | 462k | 61.73 |
| 2019-03-31 | $12M | 205k | 58.80 |
| 2018-12-31 | $11M | 206k | 52.43 |
| 2018-09-30 | $12M | 200k | 57.29 |
| 2016-09-30 | $6.3M | 141k | 44.47 |
| 2016-06-30 | $6.6M | 144k | 46.21 |
| 2016-03-31 | $8.5M | 194k | 43.93 |
| 2015-12-31 | $7.6M | 182k | 41.82 |
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