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Ishares Tr usa min vo shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points 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 Twelve Points 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $725k 7.9k 91.31
2024-06-30 $667k 7.9k 83.96
2024-03-31 $664k 7.9k 83.58
2023-12-31 $652k 8.4k 78.03
2023-09-30 $776k 11k 72.38
2023-06-30 $684k 9.2k 74.33
2023-03-31 $736k 10k 72.74
2022-12-31 $640k 8.9k 72.10
2022-09-30 $586k 8.9k 66.07
2022-06-30 $625k 8.9k 70.22
2022-03-31 $700k 9.0k 77.57
2021-12-31 $854k 11k 80.90