Ishares Tr dev val factor shares owned by Vance Wealth
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Vance Wealth
from 13F filings
Historical chart of Vance Wealth investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Vance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 88k | 35.48 |
| 2025-06-30 | $2.9M | 89k | 32.89 |
| 2025-03-31 | $2.5M | 81k | 30.31 |
| 2024-12-31 | $2.2M | 83k | 27.11 |
| 2024-09-30 | $2.5M | 86k | 29.53 |
| 2024-06-30 | $2.4M | 88k | 27.44 |
| 2024-03-31 | $2.5M | 89k | 28.23 |
| 2023-12-31 | $2.4M | 89k | 26.51 |
| 2023-09-30 | $2.7M | 107k | 25.36 |
| 2023-06-30 | $2.7M | 107k | 25.45 |
| 2023-03-31 | $2.7M | 108k | 24.79 |
| 2022-12-31 | $2.6M | 112k | 23.17 |
| 2022-09-30 | $1.3M | 65k | 19.74 |
| 2022-06-30 | $1.2M | 52k | 22.18 |