Ishares Tr msci usavalfct shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 17k | 109.04 |
| 2024-06-30 | $1.9M | 18k | 103.46 |
| 2024-03-31 | $7.2M | 67k | 108.31 |
| 2023-12-31 | $7.2M | 72k | 101.16 |
| 2023-09-30 | $6.8M | 75k | 90.72 |
| 2023-06-30 | $7.2M | 77k | 93.79 |
| 2023-03-31 | $15M | 162k | 92.59 |
| 2022-12-31 | $15M | 167k | 91.14 |
| 2022-09-30 | $22M | 266k | 81.86 |
| 2022-06-30 | $21M | 234k | 90.52 |
| 2022-03-31 | $7.4M | 71k | 104.58 |
| 2021-12-31 | $1.4M | 12k | 109.48 |
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