Ishares Tr msci usavalfct shares owned by Sage Advisory Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Sage Advisory Services
from 13F filings
Historical chart of Sage Advisory Services investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Sage Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 30k | 125.07 |
| 2025-06-30 | $3.6M | 32k | 113.20 |
| 2025-03-31 | $5.4M | 51k | 106.65 |
| 2022-03-31 | $841k | 8.0k | 104.54 |
| 2021-12-31 | $14M | 126k | 109.47 |
| 2021-09-30 | $966k | 9.6k | 100.73 |
| 2020-09-30 | $767k | 10k | 73.71 |
| 2020-06-30 | $21M | 288k | 72.23 |
| 2020-03-31 | $16M | 246k | 62.83 |
| 2019-12-31 | $19M | 213k | 89.75 |
| 2019-06-30 | $15M | 187k | 81.13 |
| 2019-03-31 | $20M | 251k | 79.86 |
| 2018-12-31 | $20M | 269k | 72.45 |