Ishares Tr dev val factor shares owned by W Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 39k | 38.05 |
| 2025-09-30 | $1.4M | 39k | 35.48 |
| 2025-06-30 | $1.3M | 40k | 32.89 |
| 2025-03-31 | $1.2M | 40k | 30.31 |
| 2024-12-31 | $1.1M | 39k | 27.11 |
| 2024-09-30 | $1.2M | 42k | 29.53 |
| 2024-06-30 | $1.4M | 50k | 27.44 |
| 2024-03-31 | $1.4M | 50k | 28.23 |
| 2023-12-31 | $1.4M | 53k | 26.51 |
| 2023-09-30 | $1.3M | 52k | 25.36 |
| 2023-06-30 | $1.3M | 51k | 25.45 |
| 2023-03-31 | $1.3M | 51k | 24.79 |
| 2022-12-31 | $1.3M | 55k | 23.17 |
| 2022-09-30 | $1.4M | 69k | 19.75 |
| 2022-06-30 | $1.4M | 61k | 22.18 |
| 2022-03-31 | $1.7M | 67k | 25.45 |
| 2021-12-31 | $638k | 25k | 25.45 |