Ishares Tr msci usavalfct shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.9k | 125.07 |
| 2025-06-30 | $1.2M | 10k | 113.21 |
| 2025-03-31 | $1.6M | 15k | 106.65 |
| 2024-12-31 | $2.5M | 24k | 105.61 |
| 2024-09-30 | $2.7M | 25k | 109.04 |
| 2024-06-30 | $13M | 128k | 103.46 |
| 2024-03-31 | $13M | 119k | 108.31 |
| 2023-12-31 | $987k | 9.8k | 101.16 |
| 2023-09-30 | $767k | 8.5k | 90.72 |
| 2023-06-30 | $893k | 9.5k | 93.79 |
| 2023-03-31 | $1.2M | 13k | 92.59 |
| 2022-12-31 | $3.3M | 36k | 91.14 |
| 2022-09-30 | $2.9M | 36k | 81.87 |
| 2022-06-30 | $4.0M | 44k | 90.51 |
| 2021-12-31 | $12M | 107k | 109.47 |