Ishares Tr dev val factor shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $13M | 514k | 25.36 |
| 2023-06-30 | $13M | 519k | 25.45 |
| 2023-03-31 | $12M | 502k | 24.79 |
| 2022-12-31 | $11M | 481k | 23.17 |
| 2022-09-30 | $9.5M | 481k | 19.75 |
| 2022-06-30 | $2.2M | 98k | 22.18 |
| 2022-03-31 | $390k | 15k | 25.44 |
| 2021-12-31 | $389k | 15k | 25.47 |
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