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Ishares Tr usa min vo shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 45k 78.03
2023-09-30 $5.2M 72k 72.38
2023-06-30 $6.4M 86k 74.33
2023-03-31 $6.0M 83k 72.74
2022-12-31 $4.3M 59k 72.10
2022-09-30 $4.0M 61k 66.09
2022-06-30 $3.1M 44k 70.20
2022-03-31 $3.4M 44k 77.56
2021-12-31 $4.4M 55k 80.88