Ishares Tr msci usavalfct shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $763 | 7 | 109.00 |
| 2024-06-30 | $3.6k | 35 | 103.46 |
| 2024-03-31 | $3.8k | 35 | 108.31 |
| 2023-12-31 | $3.5k | 35 | 101.17 |
| 2023-09-30 | $3.2k | 35 | 90.71 |
| 2023-06-30 | $5.5k | 59 | 93.80 |
| 2023-03-31 | $7.4k | 80 | 92.59 |
| 2022-12-31 | $7.0k | 80 | 87.50 |
| 2022-09-30 | $7.0k | 80 | 87.50 |
| 2022-06-30 | $5.0k | 51 | 98.04 |
| 2022-03-31 | $8.0k | 76 | 105.26 |
| 2021-12-31 | $9.0k | 80 | 112.50 |
More positions owned by Kathleen S. Wright Associates
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