Sittner & Nelson »

Ishares Tr msci usavalfct shares owned by Sittner & Nelson

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Sittner & Nelson from 13F filings

Historical chart of Sittner & Nelson investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 138 125.18
2025-06-30 $16k 138 113.33
2025-03-31 $15k 138 106.76

More positions owned by Sittner & Nelson

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT)
Capital Group Divid Value Etf Shs Creation Uni (CGDV)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
AeroVironment (AVAV)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Stryker Corporation (SYK)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)

View all positions for Sittner & Nelson

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Caisse de depot et placement du Quebec
BlackRock
Mercer Global Advisors
Wharton Business Group
Morgan Stanley
Pnc Financial Services
State Treasurer State Of Michigan
LPL Financial
FMR
Kathmere Capital Management
Jpmorgan Chase & Co
M^T Bank Corporation

View all funds holding Ishares Tr msci usavalfct