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Ishares Tr msci usavalfct shares owned by Saxon Interests

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Saxon Interests from 13F filings

Historical chart of Saxon Interests investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Saxon Interests

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 17k 136.73
2023-03-31 $790k 8.5k 92.59
2022-03-31 $1.8M 17k 104.60
2021-12-31 $4.2M 37k 113.86

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Saxon Interests

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