Ishares Tr msci usavalfct shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $157k | 1.7k | 93.79 |
| 2023-03-31 | $155k | 1.7k | 92.59 |
| 2022-12-31 | $153k | 1.7k | 91.14 |
| 2022-09-30 | $153k | 1.9k | 82.04 |
| 2022-06-30 | $161k | 1.8k | 90.65 |
| 2022-03-31 | $186k | 1.8k | 104.73 |
| 2021-12-31 | $200k | 1.8k | 109.53 |
| 2021-09-30 | $237k | 2.4k | 100.59 |
| 2021-06-30 | $251k | 2.4k | 105.24 |
| 2021-03-31 | $311k | 3.0k | 102.57 |
| 2020-12-31 | $415k | 4.8k | 86.82 |