Ishares Tr msci usavalfct shares owned by MB Generational Wealth
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by MB Generational Wealth
from 13F filings
Historical chart of MB Generational Wealth investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by MB Generational Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $802k | 6.4k | 125.05 |
| 2025-03-31 | $827k | 7.8k | 106.65 |
| 2024-12-31 | $851k | 8.1k | 105.61 |
| 2024-09-30 | $879k | 8.1k | 109.04 |
| 2024-06-30 | $835k | 8.1k | 103.46 |
| 2024-03-31 | $874k | 5.0k | 173.80 |
| 2023-12-31 | $837k | 8.3k | 101.16 |