Ishares Tr msci usavalfct shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8k | 38 | 125.05 |
| 2025-06-30 | $4.3k | 38 | 113.21 |
| 2025-03-31 | $4.1k | 38 | 106.66 |
| 2024-12-31 | $4.0k | 38 | 105.61 |
| 2024-09-30 | $4.1k | 38 | 109.05 |
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