Ishares Tr usa min vo shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 2.7k | 91.31 |
| 2024-06-30 | $249k | 3.0k | 83.95 |
| 2024-03-31 | $260k | 3.1k | 83.57 |
| 2023-12-31 | $759k | 9.7k | 78.03 |
| 2023-09-30 | $782k | 11k | 72.38 |
| 2023-06-30 | $979k | 13k | 74.33 |
| 2023-03-31 | $964k | 13k | 72.74 |
| 2022-12-31 | $749k | 10k | 72.10 |
| 2022-09-30 | $645k | 9.8k | 66.10 |
| 2022-06-30 | $657k | 9.4k | 70.21 |
| 2022-03-31 | $759k | 9.8k | 77.57 |