Ishares Tr msci usavalfct shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $568k | 4.0k | 142.19 |
| 2024-03-31 | $256k | 2.4k | 108.32 |
| 2023-12-31 | $250k | 2.5k | 101.16 |
| 2023-09-30 | $270k | 3.0k | 90.72 |
| 2022-06-30 | $246k | 2.7k | 90.37 |
| 2022-03-31 | $495k | 4.7k | 104.58 |
| 2021-12-31 | $579k | 5.3k | 109.39 |