Ishares Tr dev val factor shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 205k | 29.53 |
| 2024-06-30 | $5.6M | 205k | 27.44 |
| 2024-03-31 | $5.9M | 209k | 28.23 |
| 2023-09-30 | $9.0M | 354k | 25.36 |
| 2023-06-30 | $6.7M | 262k | 25.45 |
| 2023-03-31 | $7.3M | 296k | 24.79 |
| 2022-12-31 | $11M | 485k | 23.17 |
| 2022-09-30 | $6.9M | 351k | 19.75 |
| 2022-06-30 | $10M | 464k | 22.18 |
| 2022-03-31 | $15M | 582k | 25.45 |
| 2021-12-31 | $27M | 1.1M | 25.44 |
| 2021-09-30 | $18M | 690k | 25.71 |
| 2021-06-30 | $21M | 825k | 25.82 |
| 2021-03-31 | $22M | 850k | 25.29 |
| 2020-12-31 | $19M | 848k | 22.77 |
| 2020-09-30 | $17M | 846k | 19.57 |
| 2020-06-30 | $18M | 917k | 19.53 |
| 2020-03-31 | $7.6M | 430k | 17.60 |
| 2019-12-31 | $272k | 11k | 24.41 |
More positions owned by Merriman Wealth Management
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