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Ishares Tr msci usavalfct shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $70M 43k 1620.54
2023-06-30 $244k 2.6k 93.80
2023-03-31 $263k 2.8k 92.58

More positions owned by Strategic Financial Concepts

Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Strategic Financial Concepts

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Envestnet Asset Management
Bank of America Corporation
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
LPL Financial
Pnc Financial Services
Jpmorgan Chase & Co

View all funds holding Ishares Tr msci usavalfct