Ishares Tr msci usavalfct shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 20k | 125.05 |
| 2025-06-30 | $2.0M | 18k | 113.21 |
| 2025-03-31 | $1.8M | 16k | 106.65 |
| 2024-12-31 | $1.3M | 12k | 105.61 |
| 2024-09-30 | $1.1M | 11k | 109.04 |
| 2024-06-30 | $1.1M | 11k | 103.46 |
| 2024-03-31 | $1.0M | 9.3k | 108.31 |
| 2023-12-31 | $1.0M | 9.9k | 101.16 |
| 2023-09-30 | $931k | 10k | 90.72 |
| 2023-06-30 | $963k | 10k | 93.79 |
| 2023-03-31 | $299k | 3.2k | 92.59 |
| 2022-12-31 | $294k | 3.2k | 91.14 |
| 2022-09-30 | $320k | 3.9k | 81.84 |
| 2022-06-30 | $429k | 4.7k | 90.58 |
| 2022-03-31 | $379k | 3.6k | 104.67 |
| 2021-12-31 | $275k | 2.5k | 109.56 |
| 2021-09-30 | $253k | 2.5k | 100.80 |
| 2021-06-30 | $264k | 2.5k | 105.18 |
| 2021-03-31 | $257k | 2.5k | 102.39 |
| 2020-12-31 | $236k | 2.7k | 86.73 |
| 2020-09-30 | $201k | 2.7k | 73.87 |
| 2018-12-31 | $210k | 2.9k | 72.41 |
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