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Ishares Tr msci usavalfct shares owned by Watershed Private Wealth

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Watershed Private Wealth from 13F filings

Historical chart of Watershed Private Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $284k 1.4k 199.82

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Long Term Muni (LMUB)
Caterpillar (CAT)
Global X Fds Defense Tech Etf (SHLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Watershed Private Wealth

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
FMR
Wells Fargo & Company
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct