Ishares Tr msci usavalfct shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $130k | 1.4k | 90.75 |
| 2023-06-30 | $135k | 1.4k | 93.80 |
| 2023-03-31 | $134k | 1.4k | 92.62 |
| 2022-06-30 | $2.3M | 26k | 90.53 |
| 2022-03-31 | $6.7M | 64k | 104.57 |
| 2021-12-31 | $13M | 118k | 109.47 |
| 2021-09-30 | $13M | 127k | 100.70 |
| 2021-06-30 | $12M | 112k | 105.06 |
| 2021-03-31 | $9.9M | 97k | 102.46 |
| 2020-12-31 | $8.5M | 98k | 86.91 |
| 2020-09-30 | $6.4M | 86k | 73.79 |
| 2020-06-30 | $5.9M | 81k | 72.28 |