Ishares Tr msci usavalfct shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 2.8k | 126.94 |
| 2025-06-30 | $314k | 2.8k | 113.21 |
| 2025-03-31 | $295k | 2.8k | 106.65 |
| 2024-12-31 | $292k | 2.8k | 105.61 |