Ishares Tr dev val factor shares owned by KWB Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 800k | 32.89 |
| 2025-06-30 | $14M | 462k | 30.31 |
| 2025-03-31 | $16M | 593k | 27.11 |
| 2024-12-31 | $15M | 504k | 29.53 |
| 2024-09-30 | $4.9M | 179k | 27.44 |