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Ishares Tr dev val factor shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr dev val factor

Jun 302024Jul 14Jul 28Aug 11Aug 25Sep 8Sep 22720k740k760k25.9k25.95k26k26.05k26.1k
Value ($)Share countHistorical IVLU position of Warren Averett Asset … Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr dev val factor held by Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $765k 26k 29.53
2024-06-30 $716k 26k 27.44