USMV ISHARES TR

Ownership history in ETF Store, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, Inc. reported a position in ISHARES TR (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.64% (2022 Q1)
Avg. % of fund
3.63%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,275 +364 +1.3% 2.81% $2.8M $93.77
2025 Q3 ADDED 28,911 +1,267 +4.6% 2.92% $2.8M $94.36
2025 Q2 REDUCED 27,644 -1,921 -6.5% 3.01% $2.6M $92.74
2025 Q1 REDUCED 29,565 -1,004 -3.3% 3.40% $2.8M $92.21
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USMV price (monthly, adj. close)
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