Ishares Tr usa min vo shares owned by Whittier Trust
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3M | 25k | 93.42 |
| 2025-12-31 | $2.4M | 25k | 94.55 |
| 2025-09-30 | $2.4M | 25k | 95.15 |
| 2025-06-30 | $2.3M | 25k | 93.87 |
| 2025-03-31 | $2.3M | 25k | 93.65 |
| 2024-12-31 | $2.2M | 25k | 88.79 |
| 2024-09-30 | $2.3M | 25k | 91.31 |
| 2024-06-30 | $1.2M | 14k | 83.96 |
| 2024-03-31 | $1.2M | 14k | 83.58 |
| 2023-12-31 | $1.1M | 14k | 78.03 |
| 2023-09-30 | $1.1M | 15k | 72.38 |
| 2023-06-30 | $1.1M | 14k | 74.33 |
| 2023-03-31 | $1.0M | 14k | 72.74 |
| 2022-12-31 | $1.1M | 15k | 72.10 |
| 2022-09-30 | $995k | 15k | 66.11 |
| 2022-06-30 | $1.0M | 14k | 70.22 |
| 2022-03-31 | $1.1M | 14k | 77.58 |
| 2021-12-31 | $1.2M | 14k | 80.91 |
| 2021-09-30 | $1.1M | 14k | 73.49 |
| 2021-06-30 | $1.1M | 14k | 73.62 |
| 2021-03-31 | $997k | 14k | 69.18 |
| 2020-12-31 | $978k | 14k | 67.86 |
| 2020-09-30 | $730k | 12k | 63.69 |
| 2020-06-30 | $695k | 12k | 60.64 |
| 2020-03-31 | $619k | 12k | 54.00 |
| 2019-12-31 | $752k | 12k | 65.61 |
| 2019-09-30 | $735k | 12k | 64.12 |
| 2019-06-30 | $707k | 12k | 61.68 |
| 2019-03-31 | $674k | 12k | 58.80 |
| 2018-12-31 | $601k | 12k | 52.43 |
| 2018-09-30 | $654k | 12k | 57.06 |
| 2018-06-30 | $609k | 12k | 53.13 |
| 2018-03-31 | $595k | 12k | 51.91 |
| 2017-12-31 | $605k | 12k | 52.78 |
| 2017-09-30 | $577k | 12k | 50.34 |
| 2016-09-30 | $1.5M | 34k | 45.43 |
| 2016-06-30 | $1.7M | 37k | 46.21 |