Ishares Tr msci usavalfct shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 19k | 125.05 |
| 2025-06-30 | $416k | 3.7k | 113.21 |
| 2022-03-31 | $825k | 7.9k | 104.60 |
| 2021-12-31 | $1.5M | 14k | 109.46 |
| 2021-09-30 | $1.9M | 18k | 100.69 |
| 2021-06-30 | $1.7M | 16k | 105.08 |
| 2021-03-31 | $1.6M | 16k | 102.45 |
| 2020-12-31 | $1.4M | 16k | 86.92 |
| 2020-09-30 | $1.0M | 14k | 73.75 |
| 2020-06-30 | $922k | 13k | 72.27 |
More positions owned by Mount Yale Investment Advisors
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