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Ishares Tr dev val factor shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 61k 26.51
2023-09-30 $2.4M 94k 25.36
2023-06-30 $1.7M 66k 25.45
2023-03-31 $1.6M 65k 24.79
2022-12-31 $2.6M 113k 23.17
2022-09-30 $2.3M 115k 19.74
2022-06-30 $757k 34k 22.18
2022-03-31 $3.2M 127k 25.44
2021-12-31 $1.9M 76k 25.49
2021-09-30 $552k 22k 25.70
2021-06-30 $600k 23k 25.81