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Ishares Tr msci usavalfct shares owned by RMG Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by RMG Wealth Management from 13F filings

Historical chart of RMG Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by RMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $152k 1.0k 146.71

More positions owned by RMG Wealth Management

Schwab Fundamntl Intrnl Eqt Etf Etf (SCHA)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf
St Stret Spdr Bbrg Srt Trm Hg Yd Etf Etf (SPTM)
Invsc Sp 500 Equal Weight Tech Etf Etf (SPMO)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Etf
Charles Schwab Us Mc Etf Etf (SCHE)
Ishares Floating Rate Bond Etf Etf (MXI)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Etf
Schwab Us Dividend Equity Etf Etf (SCHX)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
St Srt Spdr Prtfl L T Crprt B Etf Iv Etf (SJNK)
Lockheed Martin Corporation (LMT)

View all positions for RMG Wealth Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
BlackRock
Mercer Global Advisors
Wharton Business Group
Pnc Financial Services
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct