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Ishares Tr msci usavalfct shares owned by Donaldson Capital Management

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

Historical chart of Donaldson Capital 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 Donaldson Capital 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 Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $370k 3.5k 106.65

More positions owned by Donaldson Capital Management

Karman Hldgs Common Stock (KRMN)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr State Street Com (XLC)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ishares Semicdtr (SOXX)
Morgan Stanley Com New (MS)
Merck & Co (MRK)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)

View all positions for Donaldson Capital 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
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Jpmorgan Chase & Co
UBS Group
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct