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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr dev val factor held by Vance Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr dev val factor by Vance Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |