Ishares Tr msci usavalfct shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 100k | 105.61 |
| 2024-09-30 | $11M | 105k | 109.04 |
| 2024-06-30 | $11M | 107k | 103.46 |
| 2024-03-31 | $12M | 108k | 108.31 |
| 2023-09-30 | $10M | 115k | 90.82 |
| 2023-06-30 | $11M | 119k | 93.79 |
| 2023-03-31 | $12M | 125k | 92.59 |
| 2022-12-31 | $12M | 133k | 91.14 |
| 2022-09-30 | $12M | 144k | 81.86 |
| 2022-06-30 | $14M | 150k | 90.52 |
| 2022-03-31 | $17M | 161k | 104.57 |
| 2021-12-31 | $28M | 267k | 105.06 |
| 2021-09-30 | $18M | 175k | 100.70 |
| 2021-06-30 | $28M | 267k | 105.06 |
| 2021-03-31 | $30M | 290k | 102.46 |
| 2020-12-31 | $25M | 290k | 86.91 |
| 2020-09-30 | $14M | 195k | 73.78 |
| 2020-06-30 | $14M | 188k | 72.28 |
| 2020-03-31 | $306k | 4.9k | 63.09 |
| 2018-09-30 | $6.9M | 78k | 87.85 |
| 2018-06-30 | $6.4M | 77k | 82.61 |
| 2017-03-31 | $1.5M | 20k | 73.10 |
| 2016-12-31 | $1.4M | 20k | 70.17 |
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