Ishares Tr usa min vo shares owned by WT Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 26k | 92.87 |
| 2024-06-30 | $2.1M | 25k | 83.96 |
| 2024-03-31 | $2.1M | 26k | 83.58 |
| 2023-12-31 | $2.1M | 26k | 78.03 |
| 2023-09-30 | $2.7M | 37k | 72.52 |
| 2023-06-30 | $2.7M | 37k | 74.33 |
| 2023-03-31 | $2.5M | 34k | 72.74 |
| 2022-12-31 | $2.2M | 30k | 72.10 |
| 2022-09-30 | $2.0M | 31k | 66.10 |
| 2022-06-30 | $2.1M | 31k | 70.20 |
| 2022-03-31 | $2.9M | 37k | 77.56 |
| 2021-12-31 | $3.3M | 41k | 80.89 |
| 2021-09-30 | $3.1M | 43k | 73.51 |
| 2021-06-30 | $3.4M | 46k | 73.61 |
| 2021-03-31 | $3.8M | 55k | 69.19 |
| 2020-12-31 | $4.0M | 59k | 67.87 |
| 2020-09-30 | $6.3M | 98k | 63.73 |
| 2020-06-30 | $6.1M | 101k | 60.62 |
| 2020-03-31 | $5.3M | 99k | 54.01 |
| 2019-12-31 | $6.9M | 105k | 65.60 |
| 2019-09-30 | $6.4M | 99k | 64.10 |