Ishares Tr dev val factor shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $23M | 882k | 26.51 |
| 2023-09-30 | $23M | 916k | 25.36 |
| 2023-06-30 | $24M | 922k | 25.45 |
| 2023-03-31 | $22M | 896k | 24.79 |
| 2022-12-31 | $21M | 903k | 23.17 |
| 2022-09-30 | $19M | 956k | 19.75 |
| 2022-06-30 | $9.8M | 443k | 22.18 |
| 2022-03-31 | $10M | 400k | 25.45 |
| 2021-12-31 | $4.4M | 174k | 25.44 |
| 2021-09-30 | $2.1M | 82k | 25.71 |
| 2021-06-30 | $2.1M | 83k | 25.83 |