Ishares Tr dev val factor shares owned by Peninsula Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 501k | 27.11 |
| 2024-09-30 | $8.5M | 295k | 28.84 |
| 2024-06-30 | $7.8M | 271k | 28.63 |
| 2024-03-31 | $7.3M | 259k | 28.23 |
| 2023-12-31 | $3.2M | 120k | 26.51 |
| 2023-09-30 | $398k | 16k | 24.25 |