Wagner Wealth Management »

Ishares Tr usa min vo shares owned by Wagner Wealth Management

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

Historical chart of Wagner 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 Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $628k 8.1k 78.03
2023-09-30 $391k 5.4k 72.38
2023-06-30 $401k 5.4k 74.33
2023-03-31 $393k 5.4k 72.74
2022-12-31 $389k 5.4k 72.10
2022-09-30 $357k 5.4k 66.11
2022-06-30 $379k 5.4k 70.19
2022-03-31 $838k 11k 77.59
2021-12-31 $437k 5.4k 80.93
2021-09-30 $419k 5.4k 77.59
2021-06-30 $397k 5.4k 73.52
2021-03-31 $374k 5.4k 69.26
2020-12-31 $367k 5.4k 67.96
2018-09-30 $469k 8.2k 57.05
2018-06-30 $437k 8.2k 53.16
2018-03-31 $427k 8.2k 51.94
2017-12-31 $439k 8.2k 53.40