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Ishares Tr msci usavalfct shares owned by Foundry Financial Group

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Foundry Financial Group from 13F filings

Historical chart of Foundry Financial Group investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct held by Foundry Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Foundry Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 3.2k 109.04
2024-06-30 $448k 4.3k 103.46
2024-03-31 $207k 1.9k 108.31
2023-12-31 $309k 3.1k 101.16

More positions owned by Foundry Financial Group

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr International Lr (AVIV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Us Gwt (IUSG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Foundry Financial Group

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