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Ishares Tr dev val factor shares owned by U.S. Capital Wealth Advisors

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

Historical chart of U.S. Capital 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 U.S. Capital 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 172k 26.51
2023-09-30 $4.2M 167k 25.36
2023-06-30 $4.2M 165k 25.45
2023-03-31 $3.6M 147k 24.79
2022-12-31 $3.2M 139k 23.17
2022-09-30 $2.2M 110k 19.75
2022-06-30 $2.1M 93k 22.18
2022-03-31 $1.7M 66k 25.45