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Ishares Tr dev val factor shares owned by Horst & Graben Wealth Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Horst & Graben Wealth Management from 13F filings

Historical chart of Horst & Graben Wealth Management 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 Horst & Graben Wealth Management 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 Horst & Graben Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 42k 35.48
2025-06-30 $1.4M 43k 32.89
2025-03-31 $1.5M 49k 30.31
2024-12-31 $755k 28k 27.11
2024-09-30 $655k 22k 29.53
2024-06-30 $540k 20k 27.44
2024-03-31 $574k 20k 28.23
2023-12-31 $535k 20k 26.51
2023-09-30 $214k 8.4k 25.36