Ishares Tr usa min vo shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 16k | 91.32 |
| 2024-06-30 | $1.4M | 16k | 83.97 |
| 2024-03-31 | $2.4M | 29k | 83.59 |
| 2023-12-31 | $2.5M | 32k | 78.04 |
| 2023-09-30 | $3.1M | 43k | 72.37 |
| 2023-06-30 | $2.2M | 29k | 74.32 |