Ishares Tr usa min vo shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 31k | 88.79 |
| 2024-09-30 | $2.9M | 32k | 91.31 |
| 2024-06-30 | $3.0M | 36k | 83.96 |
| 2024-03-31 | $3.1M | 37k | 83.58 |
| 2023-12-31 | $3.0M | 38k | 78.03 |
| 2023-09-30 | $2.8M | 39k | 72.38 |
| 2023-06-30 | $3.0M | 41k | 74.33 |
| 2023-03-31 | $3.1M | 43k | 72.74 |
| 2022-12-31 | $3.4M | 47k | 71.36 |
| 2022-09-30 | $3.3M | 50k | 65.70 |
| 2022-06-30 | $3.6M | 50k | 71.54 |
| 2022-03-31 | $4.2M | 54k | 77.54 |
| 2021-12-31 | $4.7M | 59k | 80.24 |
| 2021-09-30 | $4.6M | 62k | 73.50 |
| 2021-06-30 | $4.9M | 67k | 73.62 |
| 2021-03-31 | $4.9M | 69k | 70.36 |
| 2020-12-31 | $4.7M | 69k | 68.18 |
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