Ishares Tr usa min vo shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $13M | 159k | 83.96 |
| 2024-03-31 | $13M | 153k | 83.58 |
| 2023-09-30 | $10M | 140k | 72.38 |
| 2023-06-30 | $10M | 137k | 74.33 |
| 2023-03-31 | $9.7M | 134k | 72.74 |
| 2022-12-31 | $9.2M | 127k | 72.10 |
| 2022-09-30 | $4.3M | 65k | 66.10 |
More positions owned by Walled Lake Planning & Wealth Management
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