Ishares Tr usa min vo shares owned by Willner & Heller
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $212k | 2.3k | 93.89 |
| 2025-03-31 | $252k | 2.7k | 93.67 |
| 2024-12-31 | $242k | 2.7k | 88.79 |
| 2024-09-30 | $247k | 2.7k | 91.32 |
| 2024-06-30 | $226k | 2.7k | 83.97 |
| 2024-03-31 | $225k | 2.7k | 83.57 |
| 2023-12-31 | $209k | 2.7k | 78.03 |
| 2022-12-31 | $226k | 3.1k | 72.09 |
| 2022-09-30 | $206k | 3.1k | 66.17 |
| 2022-06-30 | $217k | 3.1k | 70.07 |
| 2022-03-31 | $249k | 3.1k | 80.92 |
| 2021-12-31 | $225k | 3.1k | 73.36 |