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Ishares Tr usa min vo shares owned by Westside Investment Management

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

Historical chart of Westside Investment Management 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 Westside Investment Management 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 Westside Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 7.4k 78.03
2023-09-30 $558k 7.7k 72.38
2023-06-30 $574k 7.7k 74.33
2023-03-31 $561k 7.7k 72.74
2022-12-31 $555k 7.7k 72.02
2022-09-30 $522k 7.9k 66.01
2022-06-30 $555k 7.9k 70.18
2022-03-31 $580k 7.5k 77.50
2021-12-31 $605k 7.5k 80.87
2021-09-30 $549k 7.5k 73.43
2021-06-30 $557k 7.6k 73.55
2021-03-31 $537k 7.8k 69.11
2020-12-31 $592k 8.7k 67.77
2020-09-30 $619k 9.7k 63.64
2020-06-30 $641k 11k 60.56
2020-03-31 $641k 12k 53.96
2019-06-30 $536k 8.7k 61.64
2018-12-31 $417k 8.0k 52.40
2018-06-30 $377k 7.1k 53.24
2018-03-31 $361k 7.1k 51.07
2017-12-31 $378k 7.1k 53.45
2017-09-30 $358k 7.1k 50.70
2017-06-30 $151k 1.7k 86.38
2017-03-31 $337k 7.1k 47.70