Leo Wealth »

Ishares Tr dev val factor shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $472k 16k 29.53
2024-06-30 $591k 22k 27.53
2024-03-31 $8.0M 284k 28.17
2023-12-31 $7.3M 272k 26.79