Ishares Tr msci usavalfct shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8k | 71 | 124.41 |
| 2025-06-30 | $8.0k | 71 | 112.63 |
| 2025-03-31 | $7.5k | 71 | 106.10 |
| 2024-12-31 | $7.5k | 71 | 105.07 |
| 2024-09-30 | $7.7k | 71 | 108.48 |
| 2024-06-30 | $7.3k | 71 | 102.93 |
| 2024-03-31 | $7.7k | 71 | 107.76 |
| 2023-12-31 | $11k | 111 | 100.83 |
| 2023-09-30 | $10k | 111 | 90.42 |
| 2023-06-30 | $11k | 117 | 93.50 |
| 2023-03-31 | $11k | 117 | 92.30 |
| 2022-12-31 | $12k | 129 | 90.88 |
| 2022-09-30 | $11k | 129 | 85.27 |
| 2022-06-30 | $13k | 144 | 90.28 |