Ishares Tr usa min vo shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 63k | 91.31 |
| 2024-06-30 | $5.6M | 66k | 83.96 |
| 2024-03-31 | $6.0M | 72k | 83.58 |
| 2023-09-30 | $14M | 190k | 72.38 |
| 2023-06-30 | $14M | 192k | 74.33 |
| 2023-03-31 | $17M | 239k | 72.74 |
| 2022-12-31 | $17M | 241k | 72.10 |
| 2022-09-30 | $5.6M | 85k | 66.10 |
| 2022-06-30 | $6.6M | 95k | 70.21 |
| 2022-03-31 | $6.9M | 89k | 77.57 |
| 2021-12-31 | $7.3M | 91k | 80.90 |
| 2021-09-30 | $11M | 150k | 73.50 |
| 2021-06-30 | $11M | 149k | 73.61 |
| 2021-03-31 | $10M | 149k | 69.19 |
| 2020-12-31 | $28M | 409k | 67.88 |