Ishares Tr usa min vo shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 217k | 95.14 |
| 2025-06-30 | $21M | 220k | 93.87 |
| 2025-03-31 | $21M | 220k | 93.66 |
| 2024-12-31 | $20M | 227k | 88.79 |
| 2024-09-30 | $20M | 220k | 91.31 |
| 2024-06-30 | $18M | 219k | 83.96 |
| 2024-03-31 | $18M | 212k | 83.58 |
| 2023-12-31 | $17M | 212k | 78.03 |
| 2023-09-30 | $16M | 223k | 72.38 |
| 2023-06-30 | $17M | 222k | 74.33 |
| 2023-03-31 | $15M | 210k | 72.74 |
| 2022-12-31 | $16M | 215k | 72.10 |
| 2022-09-30 | $15M | 228k | 66.10 |
| 2022-06-30 | $16M | 220k | 70.21 |
| 2022-03-31 | $16M | 212k | 77.57 |
| 2021-12-31 | $17M | 213k | 80.90 |
| 2021-09-30 | $4.0M | 55k | 73.49 |