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Ishares Tr usa min vo shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $91M 1.1M 83.58
2023-12-31 $123M 1.6M 78.03
2023-09-30 $215M 3.0M 72.38
2023-06-30 $270M 3.6M 74.33
2023-03-31 $264M 3.6M 72.74
2022-12-31 $209M 2.9M 72.10
2022-09-30 $198M 3.0M 66.10
2022-06-30 $209M 3.0M 70.21
2022-03-31 $232M 3.0M 77.57
2021-12-31 $214M 2.6M 80.90
2021-06-30 $135M 1.8M 73.61
2021-03-31 $135M 1.8M 73.61
2020-12-31 $135M 1.8M 73.61
2020-09-30 $135M 1.8M 73.61
2020-06-30 $140M 2.3M 60.63
2020-03-31 $135M 1.8M 73.61
2019-12-31 $135M 1.8M 73.61
2019-09-30 $135M 1.8M 73.61
2019-06-30 $78M 1.3M 61.73
2019-03-31 $58M 987k 58.80
2018-12-31 $31M 585k 52.40
2018-09-30 $24M 421k 57.04
2018-06-30 $20M 376k 53.16
2018-03-31 $17M 326k 51.93
2017-12-31 $15M 280k 52.78
2017-09-30 $13M 266k 50.34
2017-06-30 $7.7M 157k 48.93
2017-03-31 $6.6M 139k 47.72
2016-12-31 $8.9M 196k 45.22
2016-09-30 $7.0M 154k 45.43
2016-06-30 $5.9M 128k 46.21
2016-03-31 $2.3M 53k 43.93
2015-12-31 $329k 7.9k 41.87