Ishares Tr msci usavalfct shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.7M | 26k | 142.19 |
| 2025-12-31 | $363k | 2.7k | 136.74 |
| 2025-09-30 | $355k | 2.8k | 125.05 |
| 2025-06-30 | $352k | 3.1k | 113.21 |
| 2025-03-31 | $341k | 3.2k | 106.65 |
| 2024-12-31 | $405k | 3.8k | 105.61 |
| 2024-09-30 | $421k | 3.9k | 109.04 |
| 2024-06-30 | $526k | 5.1k | 103.46 |
| 2024-03-31 | $573k | 5.3k | 108.31 |
| 2023-12-31 | $566k | 5.6k | 101.16 |
| 2023-09-30 | $718k | 7.9k | 90.72 |
| 2023-06-30 | $462k | 4.9k | 93.79 |
| 2023-03-31 | $385k | 4.2k | 92.59 |
| 2022-12-31 | $341k | 3.7k | 91.14 |
| 2022-09-30 | $1.1M | 13k | 81.83 |
| 2022-06-30 | $1.4M | 15k | 90.54 |
| 2022-03-31 | $1.6M | 15k | 104.60 |
| 2021-12-31 | $1.7M | 16k | 109.45 |
| 2021-09-30 | $1.6M | 16k | 100.68 |
| 2021-06-30 | $1.7M | 16k | 105.04 |
| 2021-03-31 | $1.6M | 16k | 102.49 |
| 2020-12-31 | $1.3M | 15k | 86.10 |
| 2020-09-30 | $1.3M | 18k | 73.84 |
More positions owned by Kestra Private Wealth Services
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