Ishares Tr usa min vo shares owned by Cassaday & Co
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cassaday & Co
from 13F filings
Historical chart of Cassaday & Co investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Cassaday & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.3M | 16k | 80.91 |
| 2021-09-30 | $1.2M | 16k | 73.51 |
| 2021-06-30 | $1.2M | 16k | 73.58 |
| 2021-03-31 | $1.2M | 17k | 69.18 |
| 2020-12-31 | $1.4M | 21k | 67.87 |
| 2020-09-30 | $135M | 2.1M | 63.73 |
| 2020-06-30 | $125M | 2.1M | 60.63 |
| 2020-03-31 | $101M | 1.9M | 54.01 |
| 2019-12-31 | $164M | 2.5M | 65.60 |
| 2019-06-30 | $108k | 1.7k | 61.89 |
| 2019-03-31 | $103k | 1.7k | 59.03 |
| 2018-12-31 | $91k | 1.7k | 52.15 |
| 2018-09-30 | $17k | 306 | 55.56 |
| 2017-09-30 | $10k | 200 | 50.00 |
| 2014-12-31 | $52k | 1.3k | 40.25 |