Ishares Tr usa min vo shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $492k | 5.9k | 83.58 |
| 2023-12-31 | $827k | 10k | 79.98 |
| 2023-09-30 | $747k | 10k | 72.27 |
| 2023-06-30 | $998k | 13k | 76.06 |
| 2023-03-31 | $2.3M | 31k | 73.38 |
| 2022-12-31 | $2.2M | 31k | 72.10 |
| 2022-09-30 | $2.1M | 30k | 68.03 |
| 2022-06-30 | $2.0M | 27k | 74.25 |
| 2022-03-31 | $2.1M | 29k | 73.43 |
| 2021-12-31 | $2.0M | 26k | 76.05 |
| 2021-09-30 | $2.0M | 26k | 77.61 |
| 2021-06-30 | $1.9M | 25k | 76.24 |
| 2021-03-31 | $1.9M | 26k | 72.10 |
| 2020-12-31 | $1.7M | 25k | 66.02 |
| 2020-09-30 | $1.8M | 28k | 63.60 |
| 2020-06-30 | $1.4M | 24k | 60.65 |
| 2020-03-31 | $1.2M | 21k | 54.01 |
| 2019-12-31 | $1.5M | 24k | 65.59 |
| 2019-09-30 | $1.2M | 19k | 64.11 |
| 2019-06-30 | $1.1M | 18k | 61.72 |
| 2019-03-31 | $743k | 13k | 58.79 |
| 2018-12-31 | $461k | 8.8k | 52.45 |
| 2018-09-30 | $337k | 5.9k | 56.97 |
| 2018-06-30 | $299k | 5.6k | 53.25 |
| 2018-03-31 | $313k | 6.0k | 51.93 |
| 2017-12-31 | $252k | 4.8k | 52.80 |
| 2017-09-30 | $232k | 4.6k | 50.28 |
| 2017-06-30 | $214k | 4.4k | 48.98 |
| 2016-09-30 | $223k | 4.9k | 45.40 |
| 2016-06-30 | $230k | 5.0k | 46.13 |
| 2016-03-31 | $219k | 5.0k | 44.02 |
| 2015-12-31 | $295k | 7.1k | 41.78 |
| 2015-09-30 | $211k | 5.3k | 39.62 |
| 2015-06-30 | $632k | 16k | 40.32 |
| 2015-03-31 | $445k | 11k | 41.22 |
| 2014-12-31 | $249k | 6.2k | 40.42 |
| 2014-06-30 | $268k | 7.4k | 36.09 |
| 2014-03-31 | $268k | 7.4k | 36.09 |
| 2013-12-31 | $351k | 9.9k | 35.45 |
| 2013-09-30 | $324k | 9.8k | 33.23 |
| 2013-06-30 | $238k | 7.3k | 32.60 |
More positions owned by P.J. Schmidt Investment Management
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