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Ishares Tr msci usavalfct shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $132k 1.2k 113.21
2025-03-31 $124k 1.2k 106.65
2024-12-31 $123k 1.2k 105.61

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Ishares Tr msci usavalfct

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

View all funds holding Ishares Tr msci usavalfct