Ishares Tr usa min vo shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 5.9k | 95.14 |
| 2025-06-30 | $501k | 5.3k | 93.86 |
| 2025-03-31 | $480k | 5.1k | 93.66 |
| 2024-03-31 | $285k | 3.4k | 83.57 |
| 2023-12-31 | $2.1M | 27k | 78.03 |
| 2023-09-30 | $3.3M | 46k | 72.38 |
| 2023-06-30 | $4.0M | 54k | 74.33 |
| 2023-03-31 | $3.5M | 48k | 72.74 |
| 2022-12-31 | $2.4M | 33k | 72.10 |
| 2022-09-30 | $2.0M | 30k | 66.10 |
| 2022-06-30 | $1.4M | 20k | 70.20 |
| 2022-03-31 | $1.4M | 19k | 77.57 |
| 2021-12-31 | $1.4M | 18k | 80.88 |
| 2021-03-31 | $290k | 4.2k | 69.13 |
| 2020-12-31 | $305k | 4.5k | 67.96 |