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Ishares Tr msci usavalfct shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 18k 199.81

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Wharton Business Group
LPL Financial
Morgan Stanley
FMR
Wells Fargo & Company
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct