Ishares Tr msci usavalfct shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 26k | 101.16 |
| 2023-09-30 | $2.7M | 30k | 90.72 |
| 2023-06-30 | $3.8M | 40k | 93.79 |
| 2023-03-31 | $3.7M | 40k | 92.59 |
| 2022-12-31 | $6.0M | 66k | 91.14 |
| 2022-09-30 | $6.1M | 74k | 81.87 |
| 2022-06-30 | $7.5M | 83k | 90.52 |
| 2022-03-31 | $19M | 179k | 104.57 |
| 2021-12-31 | $25M | 227k | 109.47 |
| 2021-09-30 | $24M | 240k | 100.70 |
| 2021-06-30 | $27M | 261k | 105.06 |
| 2021-03-31 | $25M | 245k | 102.46 |
| 2020-12-31 | $21M | 247k | 86.91 |
| 2020-09-30 | $18M | 238k | 73.78 |
| 2020-06-30 | $17M | 236k | 72.28 |