Ishares Tr dev val factor shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.4M | 57k | 41.82 |
| 2026-03-31 | $1.1M | 29k | 39.68 |
| 2025-12-31 | $835k | 22k | 38.05 |
| 2025-09-30 | $662k | 19k | 35.48 |
| 2025-06-30 | $610k | 19k | 32.89 |
| 2025-03-31 | $233k | 7.7k | 30.31 |
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