Ishares Tr usa min vo shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 95.14 |
| 2025-06-30 | $1.2M | 13k | 93.87 |
| 2025-03-31 | $1.2M | 12k | 93.66 |
| 2024-12-31 | $1.1M | 13k | 88.79 |
| 2024-09-30 | $1.1M | 13k | 91.31 |
| 2024-06-30 | $1.0M | 12k | 83.96 |
| 2024-03-31 | $1.0M | 12k | 83.96 |
| 2023-12-31 | $951k | 12k | 78.03 |
| 2023-09-30 | $882k | 12k | 72.38 |
| 2023-06-30 | $858k | 12k | 74.33 |
| 2023-03-31 | $832k | 11k | 72.74 |
| 2022-12-31 | $850k | 12k | 72.10 |
| 2022-09-30 | $779k | 12k | 66.10 |
| 2022-06-30 | $828k | 12k | 70.21 |
| 2022-03-31 | $935k | 12k | 77.57 |
| 2021-12-31 | $975k | 12k | 80.90 |
| 2021-09-30 | $871k | 12k | 73.50 |
| 2021-06-30 | $849k | 12k | 73.61 |
| 2021-03-31 | $791k | 11k | 69.19 |
| 2020-12-31 | $785k | 12k | 67.88 |
| 2020-09-30 | $769k | 12k | 63.73 |
| 2020-06-30 | $744k | 12k | 60.63 |
| 2020-03-31 | $696k | 13k | 54.01 |
| 2019-12-31 | $2.9M | 44k | 65.60 |
| 2019-09-30 | $2.3M | 36k | 64.10 |
| 2019-06-30 | $2.1M | 34k | 61.73 |
| 2019-03-31 | $1.7M | 29k | 58.80 |
| 2018-12-31 | $293k | 5.6k | 52.40 |
More positions owned by Wealth Management Associates
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