Ishares Tr msci usavalfct shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens 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 Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usavalfct by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $978k | 9.7k | 101.16 |
| 2023-09-30 | $1.2M | 13k | 91.46 |
| 2023-06-30 | $1.7M | 18k | 93.79 |
| 2023-03-31 | $2.1M | 22k | 92.59 |
| 2022-12-31 | $2.2M | 24k | 91.14 |
| 2022-09-30 | $2.2M | 26k | 81.84 |
| 2022-06-30 | $2.4M | 27k | 90.48 |
| 2022-03-31 | $3.6M | 34k | 104.55 |
| 2021-12-31 | $4.5M | 41k | 109.46 |
| 2021-09-30 | $2.3M | 23k | 100.68 |
| 2021-06-30 | $2.0M | 19k | 105.06 |
| 2021-03-31 | $1.5M | 14k | 102.43 |
| 2020-12-31 | $1.3M | 15k | 86.91 |
| 2020-09-30 | $976k | 13k | 73.70 |
| 2020-06-30 | $757k | 11k | 72.19 |
More positions owned by Robertson Stephens Wealth Management
View all positions for Robertson Stephens Wealth Management