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Ishares Tr msci usavalfct shares owned by Goldstone Financial Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Goldstone 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $841k 6.1k 136.74

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Fundamental Us S (FNDA)
Spdr Series Trust State Street Spd (SPYG)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPLB)

View all positions for Goldstone Financial 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