Ishares Tr usa min vo shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $45M | 541k | 83.58 |
| 2023-12-31 | $43M | 557k | 78.03 |
| 2023-09-30 | $50M | 691k | 72.38 |
| 2023-06-30 | $51M | 687k | 74.33 |
| 2023-03-31 | $51M | 702k | 72.74 |
| 2022-12-31 | $51M | 709k | 72.10 |
| 2022-09-30 | $47M | 717k | 66.10 |
| 2022-06-30 | $51M | 724k | 70.21 |
| 2022-03-31 | $55M | 702k | 77.57 |
| 2021-12-31 | $53M | 660k | 80.90 |
| 2021-09-30 | $49M | 671k | 73.50 |
| 2021-03-31 | $50M | 717k | 69.19 |
| 2020-09-30 | $53M | 827k | 63.73 |
| 2020-06-30 | $48M | 785k | 60.63 |
| 2020-03-31 | $42M | 779k | 54.01 |
| 2019-12-31 | $50M | 754k | 65.60 |
| 2019-09-30 | $46M | 722k | 64.10 |
| 2019-06-30 | $37M | 604k | 61.73 |
| 2019-03-31 | $28M | 468k | 58.80 |
| 2018-12-31 | $20M | 374k | 52.40 |
| 2018-09-30 | $15M | 267k | 57.04 |
| 2018-06-30 | $11M | 210k | 53.16 |
| 2018-03-31 | $10M | 201k | 51.93 |
| 2017-12-31 | $7.5M | 142k | 52.78 |
| 2017-09-30 | $5.6M | 111k | 50.34 |
| 2017-06-30 | $5.2M | 106k | 48.92 |
| 2017-03-31 | $4.6M | 97k | 47.71 |
| 2016-12-31 | $3.8M | 85k | 45.21 |
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