Ishares Tr dev val factor shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 80k | 35.48 |
| 2025-06-30 | $3.2M | 98k | 32.89 |
| 2025-03-31 | $1.9M | 62k | 30.31 |
| 2024-12-31 | $3.8M | 139k | 27.11 |
| 2024-09-30 | $1.8M | 62k | 29.53 |
| 2024-06-30 | $1.5M | 54k | 27.44 |
| 2024-03-31 | $2.2M | 76k | 28.23 |
| 2023-12-31 | $2.1M | 80k | 26.51 |
| 2023-09-30 | $3.4M | 132k | 25.36 |
| 2023-06-30 | $2.5M | 96k | 25.45 |
| 2023-03-31 | $2.4M | 96k | 24.79 |
| 2022-12-31 | $2.6M | 114k | 23.17 |
| 2022-09-30 | $2.4M | 121k | 19.75 |
| 2022-06-30 | $931k | 42k | 22.19 |
| 2022-03-31 | $2.0M | 79k | 25.45 |
| 2021-12-31 | $758k | 30k | 25.43 |
| 2021-09-30 | $431k | 17k | 25.69 |
| 2021-06-30 | $209k | 8.1k | 25.79 |