Ishares Tr msci usavalfct shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 1.5k | 136.71 |
| 2022-09-30 | $238k | 2.6k | 90.60 |
| 2022-06-30 | $238k | 2.6k | 90.60 |
| 2022-03-31 | $286k | 2.7k | 104.42 |
| 2021-12-31 | $14M | 124k | 109.47 |
| 2021-09-30 | $13M | 132k | 100.70 |
| 2021-06-30 | $14M | 129k | 105.06 |
| 2021-03-31 | $14M | 137k | 102.46 |
| 2020-12-31 | $397k | 4.6k | 86.89 |