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Ishares Tr msci usavalfct shares owned by Valued Retirements

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Valued Retirements from 13F filings

Historical chart of Valued Retirements investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Valued Retirements

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 23k 142.19

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Exxon Mobil Corporation (XOM)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Gold Tr Ishares New (IAU)
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First Tr Exchange-traded SHS (FDL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Valued Retirements

Top funds holding Ishares Tr msci usavalfct

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

View all funds holding Ishares Tr msci usavalfct