Ishares Tr dev val factor shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Tr dev val factor
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr dev val factor held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr dev val factor by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $207k | 7.3k | 28.23 |
2023-12-31 | $210k | 7.9k | 26.51 |
2023-09-30 | $201k | 7.9k | 25.36 |
2023-06-30 | $237k | 9.3k | 25.45 |
2023-03-31 | $231k | 9.3k | 24.79 |
2022-12-31 | $235k | 10k | 23.17 |