Ishares Tr usa min vo shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 85k | 83.58 |
| 2023-12-31 | $6.1M | 78k | 78.03 |
| 2023-09-30 | $5.6M | 78k | 72.38 |
| 2023-06-30 | $5.8M | 78k | 74.33 |
| 2023-03-31 | $5.5M | 76k | 72.74 |
| 2022-12-31 | $5.2M | 72k | 72.10 |
| 2022-09-30 | $4.7M | 72k | 66.10 |
| 2022-06-30 | $5.2M | 74k | 70.22 |
| 2022-03-31 | $7.3M | 94k | 77.57 |
| 2021-12-31 | $11M | 138k | 80.90 |
| 2021-06-30 | $9.5M | 128k | 73.61 |
| 2021-03-31 | $8.8M | 127k | 69.19 |
| 2020-12-31 | $9.1M | 135k | 67.88 |
| 2020-09-30 | $8.1M | 127k | 63.73 |
| 2020-06-30 | $8.2M | 136k | 60.63 |
| 2019-12-31 | $9.3M | 143k | 65.60 |