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
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by Certus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 3.9k | 125.05 |
| 2025-06-30 | $505k | 4.5k | 113.21 |
| 2025-03-31 | $482k | 4.5k | 108.06 |
| 2024-12-31 | $490k | 4.5k | 109.87 |
| 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 |