Ishares Tr dev val factor shares owned by Kelly Financial Services
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Kelly Financial Services
from 13F filings
Historical chart of Kelly Financial Services investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Kelly Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $562k | 21k | 27.44 |
| 2024-03-31 | $646k | 23k | 28.23 |
| 2023-12-31 | $641k | 24k | 26.51 |
| 2023-09-30 | $1.6M | 64k | 25.36 |
| 2023-06-30 | $370k | 15k | 25.45 |
| 2023-03-31 | $355k | 14k | 24.79 |
| 2022-12-31 | $346k | 15k | 23.17 |
| 2022-09-30 | $313k | 16k | 19.75 |
| 2022-06-30 | $260k | 12k | 22.18 |
| 2022-03-31 | $124k | 4.9k | 25.45 |
| 2021-12-31 | $686 | 27 | 25.44 |