USMV ISHARES TR

Ownership history in PECAUT & CO.  ·  4 quarters on record

This page tracks every 13F SEC filing in which PECAUT & CO. 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
2.69% (2025 Q2)
Avg. % of fund
1.97%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,198 +1,046 +2.5% 1.28% $4.0M $93.77
2025 Q3 REDUCED 41,152 -45,116 -52.3% 1.26% $3.9M $94.36
2025 Q2 ADDED 86,268 +2,673 +3.2% 2.69% $8.1M $92.74
2025 Q1 INITIATED 83,595 2.66% $7.8M $92.21
% of Fund (quarterly)    USMV price (monthly, adj. close)
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