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Ishares Tr msci usavalfct shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 497 101.16
2023-09-30 $45k 497 90.72
2023-06-30 $105k 1.2k 89.04
2023-03-31 $110k 1.2k 92.59
2022-12-31 $109k 1.2k 91.14
2022-09-30 $98k 1.2k 82.01
2022-06-30 $108k 1.2k 90.38
2022-03-31 $135k 1.3k 104.25
2021-12-31 $142k 1.3k 109.65
2021-09-30 $169k 1.7k 100.78
2021-06-30 $176k 1.7k 104.95
2021-03-31 $113k 1.1k 102.73
2020-12-31 $96k 1.1k 87.27
2020-09-30 $111k 1.5k 74.00
2020-06-30 $31k 425 72.94
2020-03-31 $33k 525 62.86