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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr dev val factor held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
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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 |
|---|---|---|---|
| 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 |