Ishares Tr usa min vo shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 71k | 83.58 |
| 2023-12-31 | $6.6M | 85k | 78.03 |
| 2023-09-30 | $7.4M | 102k | 72.38 |
| 2023-06-30 | $8.7M | 116k | 74.33 |
| 2023-03-31 | $5.0M | 69k | 72.74 |
| 2022-12-31 | $4.0M | 56k | 72.10 |
| 2022-09-30 | $3.4M | 51k | 66.09 |
| 2022-06-30 | $3.1M | 44k | 70.20 |
| 2022-03-31 | $3.1M | 41k | 77.57 |
| 2021-12-31 | $3.3M | 41k | 80.90 |
| 2021-09-30 | $4.3M | 58k | 73.51 |
| 2021-06-30 | $2.6M | 35k | 73.62 |
| 2021-03-31 | $2.5M | 36k | 69.20 |
| 2020-12-31 | $3.4M | 50k | 67.88 |
| 2020-09-30 | $2.7M | 43k | 63.72 |
| 2020-06-30 | $2.5M | 41k | 60.64 |
| 2020-03-31 | $2.2M | 38k | 59.17 |
| 2019-12-31 | $413k | 6.3k | 65.73 |
| 2019-09-30 | $231k | 3.6k | 63.76 |
| 2011-09-30 | $3.4M | 51k | 66.09 |
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