Ishares Tr usa min vo shares owned by W Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $697k | 8.3k | 83.58 |
| 2023-12-31 | $885k | 11k | 78.03 |
| 2023-09-30 | $951k | 13k | 72.38 |
| 2023-06-30 | $1.1M | 15k | 74.33 |
| 2023-03-31 | $1.1M | 15k | 72.74 |
| 2022-12-31 | $926k | 13k | 72.10 |
| 2022-09-30 | $843k | 13k | 66.15 |
| 2022-06-30 | $666k | 9.5k | 70.11 |
| 2022-03-31 | $784k | 10k | 77.41 |
| 2021-12-31 | $666k | 8.2k | 80.83 |