Ishares Tr msci usavalfct shares owned by W Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by W Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usavalfct by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 2.6k | 125.05 |
| 2025-06-30 | $289k | 2.6k | 113.37 |
| 2025-03-31 | $272k | 2.6k | 106.65 |
| 2024-12-31 | $270k | 2.6k | 105.61 |
| 2024-09-30 | $275k | 2.6k | 107.63 |
| 2024-06-30 | $259k | 2.6k | 101.29 |
| 2024-03-31 | $399k | 3.6k | 110.04 |
| 2023-12-31 | $381k | 3.7k | 102.13 |
| 2023-09-30 | $339k | 3.7k | 90.30 |
| 2023-06-30 | $465k | 5.0k | 93.35 |
| 2023-03-31 | $488k | 5.3k | 91.61 |
| 2022-12-31 | $543k | 6.0k | 91.14 |
| 2022-09-30 | $472k | 5.8k | 81.18 |
| 2022-06-30 | $774k | 8.6k | 90.54 |
| 2022-03-31 | $1.7M | 17k | 104.68 |
| 2021-12-31 | $2.8M | 26k | 109.43 |