Ishares Tr dev val factor shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $801k | 24k | 33.28 |
| 2025-03-31 | $743k | 25k | 30.31 |
| 2024-12-31 | $670k | 25k | 27.23 |
| 2024-09-30 | $743k | 25k | 29.53 |
| 2024-06-30 | $874k | 32k | 27.44 |
| 2024-03-31 | $953k | 34k | 28.23 |
| 2023-12-31 | $951k | 36k | 26.52 |
| 2023-09-30 | $895k | 37k | 24.53 |
| 2023-06-30 | $946k | 36k | 26.16 |
| 2023-03-31 | $760k | 30k | 25.01 |
| 2022-12-31 | $739k | 30k | 24.85 |
| 2022-09-30 | $664k | 33k | 19.96 |
| 2022-06-30 | $276k | 13k | 21.60 |