Ishares Tr dev val factor shares owned by Brian McDonald
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Ishares Tr dev val factor
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All positions including Ishares Tr dev val factor held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr dev val factor by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 17k | 35.48 |
| 2025-06-30 | $510k | 16k | 32.89 |
| 2025-03-31 | $470k | 16k | 30.31 |
| 2024-12-31 | $420k | 16k | 27.11 |
| 2024-09-30 | $470k | 16k | 29.53 |
| 2024-06-30 | $437k | 16k | 27.44 |
| 2024-03-31 | $464k | 16k | 28.23 |
| 2023-09-30 | $424k | 17k | 25.36 |