Ishares Tr msci usavalfct shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 13k | 136.73 |
| 2022-03-31 | $4.1M | 39k | 104.59 |
| 2021-12-31 | $8.0M | 73k | 109.47 |
| 2021-09-30 | $8.8M | 88k | 100.71 |
| 2021-06-30 | $9.8M | 94k | 105.06 |
| 2021-03-31 | $9.5M | 92k | 102.46 |
| 2020-12-31 | $8.7M | 100k | 86.91 |
| 2020-09-30 | $7.5M | 102k | 73.78 |
| 2020-06-30 | $5.4M | 75k | 72.28 |
More positions owned by Steel Peak Wealth Management
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