Ishares Tr msci usavalfct shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 275 | 125.05 |
| 2025-06-30 | $31k | 275 | 113.21 |
| 2025-03-31 | $29k | 275 | 106.65 |
| 2024-12-31 | $29k | 275 | 105.61 |
| 2024-09-30 | $30k | 275 | 109.04 |