Ishares Tr msci usavalfct shares owned by Family Management Corporation
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.9M | 34k | 142.19 |
| 2025-12-31 | $4.9M | 36k | 136.73 |
| 2025-09-30 | $3.8M | 30k | 125.05 |
| 2025-06-30 | $3.4M | 30k | 113.21 |
| 2025-03-31 | $3.4M | 32k | 106.65 |
| 2024-12-31 | $3.5M | 33k | 105.61 |
More positions owned by Family Management Corporation
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