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Ishares Tr msci usavalfct shares owned by Gleason Group

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

Historical chart of Gleason Group investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct held by Gleason 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 Gleason Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $103k 755 136.64
2024-06-30 $22k 216 103.46

More positions owned by Gleason Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Vanguard Extended Market ETF (VXF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Vanguard Wellington (VTES)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
iShares S&P 1500 Index Fund (ITOT)
Vanguard Lg Term Govt Bd ETF (VGLT)
Vanguard Emerging Markets ETF (VWO)
Schwab International Equity ETF (SCHF)
Vanguard Dividend Appreciation ETF (VIG)

View all positions for Gleason Group

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
BlackRock
Mercer Global Advisors
Wharton Business Group
Pnc Financial Services
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct