Ishares Tr msci usavalfct shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usavalfct by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 2.5k | 125.05 |
| 2025-06-30 | $328k | 2.9k | 113.21 |
| 2025-03-31 | $251k | 2.5k | 100.49 |
| 2024-12-31 | $278k | 2.5k | 111.34 |
| 2024-09-30 | $272k | 2.5k | 109.04 |
| 2024-06-30 | $258k | 2.5k | 103.46 |
| 2024-03-31 | $270k | 2.5k | 108.31 |
| 2023-12-31 | $252k | 2.5k | 101.16 |
| 2023-09-30 | $226k | 2.5k | 90.72 |
| 2023-06-30 | $234k | 2.5k | 93.79 |
| 2023-03-31 | $231k | 2.5k | 92.59 |
| 2022-12-31 | $227k | 2.5k | 91.14 |
| 2021-12-31 | $0 | 7 | 0.00 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services