Ishares Tr msci usavalfct shares owned by SWMG
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by SWMG consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.9M | 13k | 142.19 |
| 2022-03-31 | $2.6M | 25k | 104.55 |
| 2021-12-31 | $5.2M | 48k | 109.47 |
| 2021-09-30 | $5.4M | 54k | 100.71 |
| 2021-06-30 | $5.0M | 48k | 105.07 |
| 2021-03-31 | $4.3M | 42k | 102.46 |
| 2020-12-31 | $3.9M | 43k | 90.91 |