Ishares Tr msci usavalfct shares owned by West Wealth Group
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $545k | 4.3k | 126.38 |
| 2025-06-30 | $485k | 4.3k | 113.09 |
| 2025-03-31 | $454k | 4.3k | 106.55 |
| 2024-12-31 | $447k | 4.2k | 105.63 |
| 2024-09-30 | $458k | 4.2k | 109.04 |
| 2024-06-30 | $435k | 4.2k | 103.46 |
| 2024-03-31 | $455k | 4.2k | 108.31 |
| 2023-12-31 | $425k | 4.2k | 101.16 |
| 2023-09-30 | $381k | 4.2k | 90.72 |
| 2023-06-30 | $395k | 4.2k | 93.78 |
| 2023-03-31 | $390k | 4.2k | 92.58 |
| 2022-12-31 | $384k | 4.2k | 91.13 |
| 2022-09-30 | $345k | 4.2k | 81.87 |
| 2022-06-30 | $397k | 4.4k | 90.45 |
| 2022-03-31 | $5.0M | 48k | 104.57 |
| 2021-12-31 | $9.4M | 86k | 109.47 |