Ishares Tr dev val factor shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 265k | 35.48 |
| 2025-06-30 | $12M | 353k | 32.89 |
| 2024-12-31 | $1.0M | 38k | 27.11 |
| 2024-09-30 | $4.0M | 137k | 29.53 |
| 2024-06-30 | $3.6M | 131k | 27.44 |
| 2024-03-31 | $967k | 34k | 28.23 |
| 2023-12-31 | $908k | 34k | 26.51 |
| 2023-09-30 | $1.8M | 69k | 25.36 |
| 2023-06-30 | $1.2M | 48k | 25.45 |
| 2023-03-31 | $2.0M | 80k | 24.79 |
| 2022-12-31 | $1.6M | 67k | 23.17 |
| 2022-09-30 | $708k | 36k | 19.75 |
| 2022-06-30 | $993k | 45k | 22.18 |
| 2022-03-31 | $314k | 12k | 25.45 |