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Ishares Tr msci usavalfct shares owned by Money Matters Financial

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Money Matters Financial from 13F filings

Historical chart of Money Matters Financial investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct held by Money Matters Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Money Matters Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 1.8k 136.73
2023-03-31 $431k 4.6k 92.92
2022-12-31 $2.1M 22k 95.65
2022-09-30 $2.0M 24k 83.45
2022-06-30 $2.8M 31k 92.08
2022-03-31 $4.4M 42k 104.56
2021-12-31 $5.0M 46k 109.47
2021-09-30 $4.4M 44k 100.70
2021-06-30 $4.6M 44k 105.05
2021-03-31 $4.5M 44k 102.47
2020-12-31 $3.9M 45k 86.91
2020-09-30 $3.2M 44k 73.77
2020-06-30 $3.2M 45k 72.28
2020-03-31 $2.4M 39k 63.00
2019-12-31 $3.3M 37k 89.72
2019-09-30 $2.8M 35k 82.05
2019-06-30 $2.4M 30k 81.18
2019-03-31 $2.6M 32k 79.86
2018-12-31 $1.3M 18k 72.58
2018-09-30 $1.4M 16k 87.86
2018-06-30 $1.5M 18k 82.58
2018-03-31 $1.0M 12k 82.00
2017-12-31 $730k 8.7k 83.60
2017-09-30 $810k 11k 77.36

More positions owned by Money Matters Financial

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ishares Russell 1000 Growth Etf Etf (IWF)
State Street Financial Select Sector Spdr Etf Etf (XLF)
State Street Health Care Select Sector Spdr Etf Etf (XLV)
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
State Street Industrial Select Sector Spdr Etf Etf (XLI)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
BlackRock
Mercer Global Advisors
Wharton Business Group
Pnc Financial Services
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct