Ishares Tr dev val factor shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 125k | 29.53 |
| 2024-06-30 | $3.6M | 130k | 27.44 |
| 2024-03-31 | $3.8M | 134k | 28.23 |
| 2023-12-31 | $3.7M | 140k | 26.51 |
| 2023-09-30 | $3.9M | 156k | 25.36 |
| 2023-06-30 | $4.0M | 157k | 25.45 |
| 2023-03-31 | $3.9M | 159k | 24.79 |
| 2022-12-31 | $4.3M | 186k | 23.17 |
| 2022-09-30 | $3.8M | 192k | 19.75 |
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