Ishares Tr usa min vo shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 349k | 78.03 |
| 2023-09-30 | $31M | 432k | 72.38 |
| 2023-06-30 | $30M | 405k | 74.33 |
| 2023-03-31 | $29M | 402k | 72.74 |
| 2022-12-31 | $18M | 249k | 72.10 |
| 2022-09-30 | $17M | 251k | 66.10 |
| 2022-06-30 | $17M | 237k | 70.21 |
| 2022-03-31 | $15M | 188k | 77.57 |
| 2021-12-31 | $12M | 149k | 80.90 |
| 2021-09-30 | $4.8M | 65k | 73.50 |
| 2021-06-30 | $5.0M | 69k | 73.62 |
| 2021-03-31 | $5.8M | 84k | 69.19 |
| 2020-12-31 | $14M | 210k | 67.88 |
| 2020-09-30 | $13M | 203k | 63.73 |
| 2020-06-30 | $13M | 206k | 60.63 |
| 2020-03-31 | $23M | 417k | 54.01 |
| 2019-12-31 | $26M | 397k | 65.60 |
| 2019-09-30 | $25M | 390k | 64.10 |
| 2019-06-30 | $24M | 384k | 61.73 |
| 2019-03-31 | $6.2M | 106k | 58.80 |
| 2018-12-31 | $4.8M | 91k | 52.40 |
| 2018-09-30 | $2.7M | 48k | 57.04 |
| 2018-06-30 | $2.2M | 41k | 53.16 |
| 2018-03-31 | $1.8M | 38k | 47.71 |
| 2017-12-31 | $2.4M | 45k | 52.79 |
| 2017-09-30 | $2.2M | 43k | 50.34 |
| 2017-06-30 | $1.9M | 40k | 48.94 |
| 2017-03-31 | $1.8M | 37k | 47.71 |
| 2016-12-31 | $2.2M | 48k | 45.23 |
| 2016-09-30 | $2.1M | 47k | 45.43 |
| 2016-06-30 | $2.2M | 47k | 46.21 |
| 2016-03-31 | $1.8M | 42k | 43.93 |