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Ishares Tr msci usavalfct shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 102 146.31
2025-12-31 $14k 102 139.35
2025-09-30 $13k 102 122.29
2025-06-30 $12k 102 114.44

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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
FMR
Pnc Financial Services
LPL Financial
Kathmere Capital Management
State Treasurer State Of Michigan
Janney Montgomery Scott
Caisse de depot et placement du Quebec
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct