Ishares Tr dev val factor shares owned by MB Generational Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by MB Generational Wealth
from 13F filings
Historical chart of MB Generational Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by MB Generational Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 9.1k | 35.48 |
| 2025-03-31 | $435k | 14k | 30.31 |
| 2024-12-31 | $227k | 8.4k | 27.11 |
| 2024-09-30 | $247k | 8.4k | 29.53 |
| 2024-06-30 | $230k | 8.4k | 27.44 |
| 2024-03-31 | $237k | 8.4k | 28.23 |
| 2023-12-31 | $225k | 8.5k | 26.51 |