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Ishares Tr dev val factor shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth Advisors 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 Stratos Wealth Advisors 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $716k 25k 28.23
2023-12-31 $671k 25k 26.51
2023-09-30 $608k 24k 25.36
2023-06-30 $677k 27k 25.45
2023-03-31 $519k 21k 24.79
2022-12-31 $582k 25k 23.17
2022-09-30 $512k 26k 19.74
2022-06-30 $205k 9.2k 22.23
2022-03-31 $430k 17k 25.47