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Ishares Tr msci usavalfct shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $787k 6.3k 125.04
2025-06-30 $939k 8.3k 113.21
2025-03-31 $976k 9.2k 106.65

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Caisse de depot et placement du Quebec
BlackRock
Mercer Global Advisors
Wharton Business Group
Morgan Stanley
Pnc Financial Services
State Treasurer State Of Michigan
LPL Financial
FMR
Kathmere Capital Management
Jpmorgan Chase & Co
M^T Bank Corporation

View all funds holding Ishares Tr msci usavalfct