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Ishares Tr msci usavalfct shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel investment in Ishares Tr msci usavalfct

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 1.3k 197.60
2025-03-31 $200k 2.1k 93.51

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Capital Group International SHS (CGIE)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Dividend Growe Shs Etf (CGDG)
Ea Series Trust Freedom 100 Em (FRDM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr msci usavalfct

Mason Investment Advisory Services
Northwestern Mutual Wealth Management Company
Matson Money
Bank of America Corporation
BlackRock
Mercer Global Advisors
Wharton Business Group
Envestnet Asset Management
LPL Financial
Morgan Stanley
FMR
Jpmorgan Chase & Co
Mainstay Capital Management
Wells Fargo & Company
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct