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Ishares Tr usa min vo shares owned by Wealth Management Resources

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth Management Resources from 13F filings

Historical chart of Wealth Management Resources investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Wealth Management Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Wealth Management Resources

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 186k 91.31
2024-06-30 $16M 185k 83.96
2024-03-31 $16M 186k 83.58
2023-12-31 $14M 183k 78.03
2023-09-30 $10M 140k 72.36
2023-06-30 $9.8M 131k 74.33
2023-03-31 $8.8M 121k 72.70
2022-12-31 $8.5M 118k 72.10
2022-09-30 $7.2M 109k 66.09
2022-06-30 $7.6M 108k 70.21
2022-03-31 $11M 146k 77.57
2021-12-31 $12M 144k 80.90