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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by W 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 W Advisors

Quarter filed Position value Share count Share price at filing
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