Ishares Tr dev val factor shares owned by Retirement Group
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group 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 Retirement Group 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 Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $593k | 21k | 28.23 |
| 2023-12-31 | $563k | 21k | 26.51 |
| 2023-09-30 | $614k | 24k | 25.36 |
| 2023-06-30 | $629k | 25k | 25.45 |
| 2023-03-31 | $702k | 28k | 24.80 |
| 2022-12-31 | $789k | 34k | 23.16 |
| 2022-09-30 | $773k | 39k | 19.74 |
| 2022-06-30 | $1.1M | 49k | 22.18 |
| 2022-03-31 | $521k | 21k | 25.43 |
| 2021-12-31 | $518k | 20k | 25.43 |
| 2021-09-30 | $507k | 20k | 25.73 |
| 2021-06-30 | $454k | 18k | 25.83 |
| 2021-03-31 | $443k | 18k | 25.27 |
| 2020-12-31 | $382k | 17k | 22.75 |
| 2020-09-30 | $196k | 1.7k | 112.71 |
| 2020-06-30 | $184k | 9.4k | 19.50 |
| 2019-12-31 | $72k | 3.0k | 24.40 |