Ishares Tr dev val factor shares owned by Magnolia Private Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Magnolia Private Wealth
from 13F filings
Historical chart of Magnolia Private Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Magnolia Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $298k | 7.8k | 38.05 |
| 2025-09-30 | $278k | 7.8k | 35.48 |
| 2025-06-30 | $257k | 7.8k | 32.89 |
| 2025-03-31 | $237k | 7.8k | 30.31 |