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Ishares Tr dev val factor shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 91k 29.53
2024-06-30 $2.6M 96k 27.44
2024-03-31 $2.9M 102k 28.23
2023-12-31 $2.7M 103k 26.51
2023-09-30 $3.2M 127k 25.36
2023-06-30 $2.8M 109k 25.92
2023-03-31 $2.6M 106k 24.79
2022-12-31 $2.5M 108k 23.17
2022-09-30 $1.9M 96k 20.18
2022-06-30 $1.2M 55k 22.17
2022-03-31 $1.2M 49k 25.45
2021-12-31 $879k 35k 25.43