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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

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Quarterly 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