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
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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 |
|---|---|---|---|
| 2025-06-30 | $56k | 497 | 113.21 |
| 2025-03-31 | $53k | 497 | 106.65 |
| 2024-12-31 | $53k | 497 | 105.61 |
| 2024-09-30 | $54k | 497 | 109.04 |
| 2024-06-30 | $51k | 497 | 103.46 |
| 2024-03-31 | $54k | 497 | 108.31 |
| 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 |
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