Ishares Tr dev val factor shares owned by TCWP
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by TCWP
from 13F filings
Historical chart of TCWP investment in Ishares Tr dev val factor
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All positions including Ishares Tr dev val factor held by TCWP 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 TCWP
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $208k | 7.8k | 26.51 |
| 2023-09-30 | $259k | 10k | 25.36 |
| 2023-06-30 | $2.8M | 111k | 25.45 |
| 2023-03-31 | $3.0M | 120k | 24.79 |
| 2022-12-31 | $3.7M | 159k | 23.22 |
| 2022-09-30 | $2.8M | 141k | 19.74 |
| 2022-06-30 | $1.9M | 85k | 22.17 |
| 2022-03-31 | $2.1M | 84k | 25.44 |