Ishares Tr dev val factor shares owned by Prosperity Planning
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 137k | 35.48 |
| 2025-06-30 | $4.8M | 147k | 32.89 |
| 2025-03-31 | $4.6M | 152k | 30.31 |
| 2024-12-31 | $4.3M | 160k | 27.11 |
| 2024-09-30 | $5.2M | 176k | 29.53 |
| 2024-06-30 | $5.4M | 196k | 27.44 |
| 2024-03-31 | $6.2M | 219k | 28.23 |
| 2023-12-31 | $5.5M | 207k | 26.51 |
| 2023-09-30 | $5.1M | 201k | 25.36 |
| 2023-06-30 | $5.0M | 198k | 25.45 |
| 2023-03-31 | $4.8M | 192k | 24.79 |
| 2022-12-31 | $4.4M | 189k | 23.41 |
| 2022-09-30 | $3.7M | 189k | 19.75 |
| 2022-06-30 | $4.3M | 155k | 27.53 |
| 2022-03-31 | $4.4M | 155k | 28.60 |
| 2021-12-31 | $3.9M | 155k | 25.44 |
| 2021-09-30 | $3.6M | 141k | 25.71 |
| 2021-06-30 | $3.5M | 137k | 25.82 |
| 2021-03-31 | $3.3M | 129k | 25.29 |
| 2020-12-31 | $2.7M | 117k | 22.77 |