Ishares Tr usa min vo shares owned by Waddell & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 6.5k | 95.14 |
| 2025-06-30 | $607k | 6.5k | 93.87 |
| 2025-03-31 | $619k | 6.6k | 93.65 |
| 2024-12-31 | $604k | 6.8k | 88.78 |
| 2024-09-30 | $621k | 6.8k | 91.30 |
| 2024-06-30 | $575k | 6.9k | 83.95 |
| 2024-03-31 | $581k | 7.0k | 83.57 |
| 2023-09-30 | $515k | 7.1k | 72.38 |
| 2023-06-30 | $529k | 7.1k | 74.33 |
| 2023-03-31 | $521k | 7.2k | 72.74 |
| 2022-12-31 | $516k | 7.2k | 72.10 |
| 2022-09-30 | $473k | 7.2k | 66.08 |
| 2022-06-30 | $503k | 7.2k | 70.27 |
| 2022-03-31 | $555k | 7.2k | 77.54 |
| 2021-12-31 | $579k | 7.2k | 80.89 |
| 2021-09-30 | $526k | 7.2k | 73.48 |
| 2021-06-30 | $527k | 7.2k | 73.62 |
| 2020-09-30 | $233k | 3.6k | 63.85 |
| 2020-06-30 | $413k | 6.8k | 60.68 |
| 2020-03-31 | $529k | 9.8k | 54.06 |
| 2019-12-31 | $646k | 9.8k | 65.60 |
| 2019-09-30 | $631k | 9.8k | 64.08 |
| 2019-06-30 | $608k | 9.8k | 61.74 |