Ishares Tr dev val factor shares owned by Well Done
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Well Done
from 13F filings
Historical chart of Well Done investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Well Done
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 10k | 35.48 |
| 2025-06-30 | $340k | 10k | 32.89 |
| 2025-03-31 | $280k | 10k | 27.11 |
| 2024-12-31 | $327k | 11k | 29.53 |
| 2024-09-30 | $327k | 11k | 29.53 |
| 2024-06-30 | $304k | 11k | 27.44 |
| 2024-03-31 | $306k | 11k | 28.23 |
| 2023-12-31 | $318k | 12k | 26.51 |
| 2023-09-30 | $304k | 12k | 25.36 |
| 2023-06-30 | $306k | 12k | 25.45 |
| 2023-03-31 | $298k | 12k | 24.79 |
| 2022-12-31 | $427k | 18k | 23.17 |
| 2022-09-30 | $557k | 28k | 19.76 |
| 2022-06-30 | $752k | 34k | 22.17 |
| 2022-03-31 | $908k | 36k | 25.46 |
| 2021-12-31 | $577k | 23k | 25.43 |
| 2021-09-30 | $583k | 23k | 25.69 |
| 2021-06-30 | $586k | 23k | 25.83 |
| 2021-03-31 | $574k | 23k | 25.30 |
| 2020-12-31 | $300k | 13k | 22.74 |
| 2020-03-31 | $529k | 30k | 17.59 |
| 2019-12-31 | $1.2M | 51k | 24.36 |
| 2019-09-30 | $1.4M | 60k | 22.79 |
| 2019-06-30 | $1.4M | 60k | 23.05 |
| 2019-03-31 | $1.5M | 65k | 23.75 |
| 2018-12-31 | $1.4M | 64k | 21.87 |
| 2018-09-30 | $5.3M | 210k | 25.44 |
| 2018-06-30 | $5.0M | 199k | 25.00 |
| 2018-03-31 | $4.0M | 153k | 26.20 |
| 2017-12-31 | $1.1M | 42k | 26.45 |
| 2017-09-30 | $1.1M | 42k | 25.30 |
| 2017-06-30 | $517k | 21k | 24.12 |
| 2017-03-31 | $475k | 20k | 23.39 |