Ishares Tr dev val factor shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $364k | 14k | 26.51 |
| 2023-09-30 | $463k | 18k | 25.36 |
| 2023-06-30 | $402k | 16k | 25.45 |
| 2023-03-31 | $428k | 17k | 24.79 |
| 2022-12-31 | $439k | 19k | 23.17 |
| 2022-09-30 | $365k | 19k | 19.77 |
| 2022-06-30 | $118k | 5.3k | 22.18 |
| 2022-03-31 | $378k | 15k | 25.50 |
| 2021-12-31 | $30k | 1.2k | 24.69 |
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