Ishares Tr msci usavalfct shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 125.05 |
| 2025-06-30 | $1.5M | 13k | 115.11 |
| 2025-03-31 | $1.4M | 13k | 106.65 |
| 2024-12-31 | $1.4M | 14k | 105.61 |
| 2024-09-30 | $1.6M | 14k | 109.04 |
| 2024-06-30 | $1.5M | 15k | 103.46 |
| 2024-03-31 | $6.4M | 59k | 109.17 |
| 2023-12-31 | $1.7M | 17k | 101.37 |
| 2023-09-30 | $2.2M | 24k | 90.72 |
| 2023-06-30 | $2.8M | 30k | 93.79 |
| 2023-03-31 | $4.2M | 45k | 92.59 |
| 2022-12-31 | $11M | 124k | 91.14 |