Ishares Tr usa min vo shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 3.5k | 95.14 |
| 2025-06-30 | $340k | 3.6k | 93.88 |
| 2024-12-31 | $327k | 3.7k | 88.79 |
| 2023-06-30 | $202k | 2.7k | 74.33 |
| 2023-03-31 | $223k | 3.1k | 72.59 |
| 2022-12-31 | $274k | 3.8k | 72.09 |
| 2022-09-30 | $254k | 3.8k | 66.06 |
| 2022-06-30 | $284k | 4.0k | 70.14 |
| 2022-03-31 | $325k | 4.2k | 77.64 |
| 2021-12-31 | $338k | 4.2k | 80.80 |
| 2021-09-30 | $318k | 4.3k | 73.48 |
| 2021-06-30 | $330k | 4.5k | 73.64 |
| 2021-03-31 | $360k | 5.2k | 69.19 |
| 2020-12-31 | $823k | 12k | 67.85 |
| 2020-09-30 | $758k | 12k | 64.13 |