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Ishares Tr msci usavalfct shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 2.0k 101.16
2022-12-31 $223k 2.4k 91.14

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Ishares Tr msci usavalfct

Matson Money
Mercer Global Advisors
Bank of America Corporation
Wharton Business Group
M^T Bank Corporation
UBS Group
HPM Partners
Pnc Financial Services
Jpmorgan Chase & Co
State Treasurer State Of Michigan
Kathmere Capital Management
Alan Leist III
Commonwealth Equity Services
Spider Management Company
Raymond James & Associates

View all funds holding Ishares Tr msci usavalfct