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Ishares Tr msci usavalfct shares owned by Cedarwood Wealth

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

Historical chart of Cedarwood Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Cedarwood Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $442k 3.1k 144.77

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Fundstrat Granny (GRNY)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Cedarwood Wealth

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
BlackRock
Mercer Global Advisors
Wharton Business Group
Pnc Financial Services
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct