Ishares Tr msci usavalfct shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 5.5k | 125.06 |
| 2025-06-30 | $620k | 5.5k | 113.21 |
| 2025-03-31 | $584k | 5.5k | 106.66 |
| 2024-12-31 | $578k | 5.5k | 105.62 |
| 2024-09-30 | $596k | 5.5k | 109.03 |
| 2024-06-30 | $565k | 5.5k | 103.45 |
| 2024-03-31 | $592k | 5.5k | 108.31 |
| 2023-12-31 | $552k | 5.5k | 101.16 |
| 2023-09-30 | $528k | 5.8k | 90.72 |
| 2023-06-30 | $619k | 6.6k | 93.79 |
| 2023-03-31 | $962k | 10k | 92.59 |
| 2022-12-31 | $1.0M | 12k | 91.14 |
| 2022-09-30 | $1.0M | 12k | 81.89 |
| 2022-06-30 | $1.4M | 16k | 90.55 |
| 2022-03-31 | $2.4M | 23k | 104.55 |
| 2021-12-31 | $3.5M | 32k | 109.47 |