Ishares Tr msci usavalfct shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.6M | 18k | 142.20 |
| 2025-12-31 | $982k | 7.2k | 136.75 |
| 2025-09-30 | $984k | 7.9k | 125.03 |
| 2025-06-30 | $774k | 6.8k | 113.18 |
| 2025-03-31 | $726k | 6.8k | 106.64 |
| 2024-12-31 | $541k | 5.1k | 105.61 |
| 2024-09-30 | $595k | 5.5k | 109.04 |
| 2024-06-30 | $562k | 5.4k | 103.45 |
| 2024-03-31 | $578k | 5.3k | 108.31 |
| 2023-12-31 | $541k | 5.4k | 101.15 |
| 2023-09-30 | $515k | 5.7k | 90.72 |
| 2023-06-30 | $529k | 5.6k | 93.79 |
| 2023-03-31 | $520k | 5.6k | 92.59 |
| 2022-12-31 | $510k | 5.6k | 91.13 |
| 2022-09-30 | $464k | 5.7k | 81.85 |
| 2022-03-31 | $408k | 3.9k | 104.45 |
| 2021-12-31 | $328k | 3.0k | 109.37 |
| 2021-09-30 | $323k | 3.2k | 100.53 |
| 2021-06-30 | $327k | 3.1k | 104.77 |
| 2021-03-31 | $17k | 170 | 100.00 |
| 2020-12-31 | $14k | 169 | 82.84 |
| 2020-09-30 | $12k | 149 | 77.48 |
| 2020-06-30 | $7.2k | 99 | 72.82 |