Ishares Tr msci usavalfct shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $874k | 7.0k | 125.05 |
| 2025-06-30 | $681k | 6.0k | 113.21 |
| 2025-03-31 | $747k | 7.0k | 106.65 |
| 2024-12-31 | $831k | 7.9k | 105.60 |
| 2024-09-30 | $942k | 8.6k | 109.03 |
| 2024-06-30 | $938k | 9.3k | 101.36 |
| 2024-03-31 | $1.0M | 9.7k | 108.31 |
| 2023-09-30 | $861k | 9.5k | 90.72 |
| 2023-06-30 | $1.0M | 11k | 93.79 |
| 2023-03-31 | $1.1M | 12k | 92.59 |
| 2022-12-31 | $1.4M | 16k | 91.14 |
| 2022-06-30 | $2.8M | 31k | 90.52 |
| 2022-03-31 | $7.9M | 76k | 104.57 |
| 2021-12-31 | $14M | 123k | 109.47 |
| 2021-09-30 | $13M | 133k | 100.70 |
| 2021-06-30 | $15M | 141k | 105.06 |
| 2021-03-31 | $16M | 154k | 102.46 |
| 2020-12-31 | $552k | 6.4k | 86.92 |