Ishares Tr msci usavalfct shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $177k | 1.7k | 105.59 |
| 2024-09-30 | $367k | 3.4k | 109.03 |
| 2024-06-30 | $348k | 3.4k | 103.44 |
| 2024-03-31 | $385k | 3.6k | 108.29 |
| 2023-12-31 | $444k | 4.4k | 101.17 |
| 2023-09-30 | $772k | 8.5k | 90.72 |
| 2023-06-30 | $816k | 8.7k | 93.79 |
| 2023-03-31 | $873k | 9.4k | 92.59 |
| 2022-12-31 | $899k | 9.9k | 91.14 |
| 2022-09-30 | $1.1M | 14k | 81.86 |
| 2022-06-30 | $1.4M | 15k | 90.52 |
| 2022-03-31 | $1.7M | 16k | 104.57 |