Ishares Tr msci usavalfct shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective 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 Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $217k | 1.1k | 189.35 |
| 2023-06-30 | $216k | 2.3k | 93.84 |
| 2022-12-31 | $246k | 2.6k | 94.52 |
| 2022-09-30 | $248k | 3.0k | 81.71 |
| 2022-06-30 | $324k | 3.6k | 90.65 |
| 2022-03-31 | $407k | 3.9k | 104.60 |
| 2021-12-31 | $510k | 4.7k | 109.42 |
| 2021-09-30 | $267k | 2.7k | 100.72 |
| 2020-06-30 | $11k | 149 | 73.83 |
More positions owned by Selective Wealth Management
View all positions for Selective Wealth Management