Ishares Tr msci usavalfct shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 7.9k | 125.04 |
| 2025-06-30 | $1.7M | 15k | 113.22 |
| 2025-03-31 | $4.5M | 42k | 106.65 |
| 2024-12-31 | $5.0M | 47k | 105.61 |
| 2024-09-30 | $5.0M | 46k | 109.04 |
| 2024-06-30 | $9.2M | 89k | 103.47 |
| 2024-03-31 | $9.7M | 90k | 108.30 |
| 2023-12-31 | $8.9M | 88k | 101.16 |
| 2023-09-30 | $7.7M | 84k | 90.72 |
| 2023-06-30 | $7.8M | 83k | 93.78 |
| 2023-03-31 | $75k | 6.9M | 0.01 |
| 2022-12-31 | $3.6M | 39k | 91.15 |
| 2022-09-30 | $3.1M | 38k | 81.86 |
| 2022-06-30 | $3.2M | 36k | 90.52 |
| 2022-03-31 | $3.6M | 35k | 104.56 |
| 2021-12-31 | $3.5M | 32k | 109.46 |
| 2021-09-30 | $3.1M | 31k | 100.69 |
| 2021-06-30 | $2.9M | 28k | 105.07 |
| 2021-03-31 | $3.0M | 29k | 102.44 |
| 2020-12-31 | $2.3M | 27k | 86.90 |