Ishares Tr msci usavalfct shares owned by Planned Solutions
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $241k | 1.2k | 199.81 |
| 2024-09-30 | $171k | 1.6k | 109.04 |
| 2023-12-31 | $159k | 1.6k | 101.16 |
| 2023-03-31 | $251k | 2.7k | 92.59 |
| 2022-12-31 | $247k | 2.7k | 91.14 |
| 2022-09-30 | $222k | 2.7k | 81.95 |
| 2022-06-30 | $245k | 2.7k | 90.44 |
| 2022-03-31 | $283k | 2.7k | 104.47 |
| 2021-12-31 | $297k | 2.7k | 109.63 |
| 2021-06-30 | $285k | 2.7k | 105.20 |
| 2021-03-31 | $278k | 2.7k | 102.62 |
| 2020-12-31 | $258k | 3.0k | 86.81 |
| 2020-09-30 | $219k | 3.0k | 73.69 |