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Ishares Tr msci usavalfct shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment 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 Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 1.1k 199.81
2024-06-30 $170k 1.6k 108.31
2024-03-31 $158k 1.6k 100.85
2023-12-31 $159k 1.6k 101.47

More positions owned by Wetzel Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Wetzel Investment Advisors

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
Marks Wealth
Kathmere Capital Management

View all funds holding Ishares Tr msci usavalfct