Ishares Tr dev val factor shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $211k | 7.5k | 28.23 |
| 2023-12-31 | $197k | 7.5k | 26.13 |
| 2023-09-30 | $195k | 7.7k | 25.36 |
| 2023-06-30 | $195k | 7.7k | 25.45 |
| 2023-03-31 | $191k | 7.7k | 24.79 |
| 2022-12-31 | $19k | 816 | 23.28 |
| 2022-09-30 | $17k | 850 | 20.00 |
| 2022-06-30 | $140k | 6.3k | 22.22 |
| 2022-03-31 | $162k | 6.4k | 25.43 |
| 2021-12-31 | $162k | 6.4k | 25.43 |
| 2021-09-30 | $162k | 6.3k | 25.71 |
| 2021-06-30 | $163k | 6.3k | 25.87 |
| 2021-03-31 | $159k | 6.3k | 25.24 |