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Ishares Tr usa min vo shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 42k 83.58
2023-12-31 $3.3M 42k 78.03
2023-09-30 $3.2M 44k 72.38
2023-06-30 $3.5M 47k 74.33
2023-03-31 $3.6M 49k 72.74
2022-12-31 $3.7M 52k 72.10
2022-09-30 $3.5M 53k 66.09
2022-06-30 $4.7M 67k 70.20
2022-03-31 $5.1M 66k 77.56
2021-12-31 $4.9M 60k 81.02
2021-09-30 $4.4M 60k 73.49
2021-06-30 $4.3M 58k 73.61
2021-03-31 $3.9M 56k 69.18
2020-12-31 $3.7M 55k 67.88
2020-09-30 $3.5M 55k 63.72
2020-06-30 $3.3M 55k 61.07
2020-03-31 $2.9M 53k 54.00
2019-12-31 $3.4M 52k 65.60
2019-09-30 $3.3M 52k 64.09
2019-06-30 $3.1M 51k 61.78
2019-03-31 $3.0M 50k 58.78
2018-12-31 $2.6M 48k 53.54