High Point Wealth Management »

Ishares Tr msci usavalfct shares owned by High Point Wealth Management

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

Historical chart of High Point Wealth 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 High Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 130 142.48

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
Public Svc Enterprise Group Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Consolidated Edison Stock (ED)
Ishares S&p 500 Index Etf (IVV)
Ishares Semiconductor Etf Etf (SOXX)
Health Care Reit Reit (WELL)
Ishares S&p 500 Value Etf Etf (IVE)
Fidelity Msci Utilities Index Etf Etf (FUTY)
Energy Select Sector Spdr Etf (XLE)
First Trust Cloud Computing Etf Etf (SKYY)

View all positions for High Point Wealth Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Wharton Business Group
LPL Financial
Morgan Stanley
Wells Fargo & Company
FMR
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct