Ishares Tr usa min vo shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $229k | 2.7k | 83.58 |
| 2023-12-31 | $214k | 2.7k | 78.03 |
| 2023-09-30 | $345k | 4.8k | 72.38 |
| 2023-06-30 | $366k | 4.9k | 74.33 |
| 2023-03-31 | $385k | 5.3k | 72.74 |
| 2022-12-31 | $502k | 7.0k | 72.14 |
| 2022-09-30 | $420k | 6.3k | 66.28 |
| 2022-06-30 | $444k | 6.3k | 70.06 |
| 2022-03-31 | $376k | 4.8k | 77.65 |
| 2021-12-31 | $392k | 4.8k | 80.96 |
| 2021-09-30 | $365k | 5.0k | 73.46 |
| 2021-06-30 | $379k | 5.0k | 76.27 |
| 2021-03-31 | $343k | 5.0k | 69.01 |
| 2020-12-31 | $337k | 5.0k | 67.82 |
| 2020-09-30 | $215k | 3.4k | 63.74 |
| 2020-06-30 | $205k | 3.4k | 60.78 |
| 2019-12-31 | $221k | 3.4k | 65.52 |
More positions owned by Regent Peak Wealth Advisors
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