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Ishares Tr msci usavalfct shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $144k 1.0k 142.19
2025-12-31 $820 6 136.83

More positions owned by Legacy Wealth Managment

Simplify Exchange Traded Fun Ancorato Target (XXV)
NeoVo (NEOV)
Streamex Corp Call Call Option (Principal) (STEX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Proshares Tr Bitcoin Etf (BITO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Eagle Pt Cr (ECC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Wealth Managment

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
Wells Fargo & Company
FMR
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct