Ishares Tr dev val factor shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 41k | 38.05 |
| 2025-09-30 | $692k | 20k | 35.48 |
| 2025-06-30 | $641k | 20k | 32.89 |
| 2025-03-31 | $581k | 19k | 30.31 |
| 2024-06-30 | $1.3M | 47k | 27.44 |
| 2024-03-31 | $646k | 23k | 28.23 |