Ishares Tr msci usavalfct shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 1.9k | 125.05 |
| 2025-06-30 | $219k | 1.9k | 113.21 |
| 2025-03-31 | $206k | 1.9k | 106.65 |
| 2024-12-31 | $204k | 1.9k | 105.61 |
| 2024-09-30 | $211k | 1.9k | 109.04 |
| 2024-03-31 | $209k | 1.9k | 108.31 |
| 2022-03-31 | $201k | 1.9k | 104.09 |
| 2021-12-31 | $211k | 1.9k | 109.33 |
| 2021-09-30 | $202k | 2.0k | 100.65 |
| 2021-06-30 | $210k | 2.0k | 104.69 |
| 2021-03-31 | $231k | 2.3k | 102.44 |
| 2020-12-31 | $260k | 3.0k | 86.58 |