Ishares Tr msci usavalfct shares owned by Symphony Financial
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 3.7k | 124.20 |
| 2025-06-30 | $424k | 3.7k | 115.18 |
| 2024-12-31 | $396k | 3.6k | 110.93 |
| 2024-09-30 | $383k | 3.5k | 109.07 |
| 2024-06-30 | $360k | 3.5k | 102.59 |
| 2024-03-31 | $380k | 3.5k | 108.30 |
| 2023-12-31 | $378k | 3.8k | 99.03 |
| 2022-03-31 | $608k | 6.0k | 101.11 |