Ishares Tr dev val factor shares owned by GeoWealth Management
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $5.6k | 184 | 30.31 |
| 2024-12-31 | $6.7k | 246 | 27.11 |
| 2024-09-30 | $46k | 1.6k | 29.53 |
| 2022-12-31 | $188k | 8.1k | 23.18 |
| 2022-09-30 | $166k | 8.5k | 19.51 |
| 2022-06-30 | $198k | 8.9k | 22.30 |
| 2022-03-31 | $215k | 8.4k | 25.68 |