Ishares Tr dev val factor shares owned by Beacon Financial
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 40k | 29.53 |
| 2024-06-30 | $1.1M | 40k | 27.44 |
| 2024-03-31 | $1.2M | 43k | 28.23 |
| 2023-12-31 | $1.3M | 49k | 26.51 |
| 2023-09-30 | $518k | 20k | 25.68 |
| 2023-06-30 | $454k | 18k | 25.22 |
| 2023-03-31 | $450k | 18k | 25.00 |
| 2022-12-31 | $466k | 20k | 23.18 |
| 2022-09-30 | $394k | 20k | 19.91 |
| 2022-03-31 | $495k | 19k | 25.68 |