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Ishares Tr msci usavalfct shares owned by Certus Wealth Management

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

Historical chart of Certus 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 Certus 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 4.5k 109.04
2024-06-30 $461k 4.5k 103.46
2024-03-31 $452k 4.5k 101.44
2023-12-31 $613k 6.1k 101.16
2023-09-30 $613k 6.8k 90.72

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus Wealth Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
BlackRock
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
Life Line Wealth Management
LPL Financial

View all funds holding Ishares Tr msci usavalfct