WR Wealth Planners »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
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

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Envestnet Asset Management
Bank of America Corporation
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
LPL Financial
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct