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Ishares Tr msci usavalfct shares owned by Windsor Advisory Group

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Windsor Advisory Group from 13F filings

Historical chart of Windsor Advisory Group investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct held by Windsor Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 361 142.19

More positions owned by Windsor Advisory Group

Worthington Industries (WOR)
Paychex (PAYX)
Worthington Stl Com Shs (WS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded No Amer Energy (EMLP)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Huntington Bancshares Incorporated (HBAN)
Verizon Communications (VZ)
Exxon Mobil Corporation (XOM)

View all positions for Windsor Advisory Group

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