Ishares Tr usa min vo shares owned by Wambolt & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $249k | 3.5k | 71.92 |
| 2023-06-30 | $258k | 3.5k | 74.34 |
| 2023-03-31 | $234k | 3.2k | 73.03 |
| 2022-12-31 | $254k | 3.5k | 72.11 |
| 2022-09-30 | $234k | 3.5k | 66.20 |
| 2022-06-30 | $227k | 3.2k | 70.19 |
| 2022-03-31 | $231k | 3.0k | 77.94 |
| 2021-12-31 | $237k | 2.9k | 81.05 |
| 2021-09-30 | $221k | 3.0k | 73.89 |
| 2021-06-30 | $211k | 2.9k | 73.93 |