Ishares Tr dev val factor shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 11k | 35.48 |
| 2025-06-30 | $340k | 10k | 32.89 |
| 2025-03-31 | $349k | 12k | 30.31 |
| 2024-12-31 | $312k | 12k | 27.11 |
| 2024-09-30 | $340k | 12k | 29.53 |
| 2024-06-30 | $320k | 12k | 27.44 |
| 2024-03-31 | $322k | 12k | 27.92 |
| 2023-12-31 | $305k | 12k | 26.51 |
| 2023-09-30 | $282k | 11k | 25.36 |
| 2023-06-30 | $268k | 11k | 25.45 |
| 2023-03-31 | $295k | 12k | 24.79 |
| 2022-12-31 | $276k | 12k | 23.17 |