Ishares Tr usa min vo shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 38k | 78.03 |
| 2023-09-30 | $2.9M | 40k | 72.38 |
| 2023-06-30 | $15M | 206k | 74.33 |
| 2023-03-31 | $15M | 202k | 72.74 |
| 2022-12-31 | $14M | 196k | 72.10 |
| 2022-09-30 | $12M | 185k | 66.10 |
| 2022-06-30 | $13M | 179k | 70.21 |
| 2022-03-31 | $13M | 165k | 77.57 |
| 2021-12-31 | $13M | 154k | 80.90 |
| 2021-09-30 | $11M | 151k | 73.50 |
| 2021-06-30 | $11M | 151k | 73.61 |
| 2020-12-31 | $10M | 150k | 67.88 |
| 2020-09-30 | $9.7M | 153k | 63.73 |
| 2020-06-30 | $9.2M | 151k | 60.63 |
| 2020-03-31 | $8.5M | 157k | 54.01 |
| 2019-12-31 | $10M | 153k | 65.60 |
| 2019-09-30 | $9.7M | 151k | 64.10 |
| 2019-06-30 | $9.0M | 145k | 61.73 |
| 2018-12-31 | $6.6M | 126k | 52.40 |
| 2018-09-30 | $1.1M | 20k | 57.05 |