Ishares Tr dev val factor shares owned by West Branch Capital
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch Capital 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 350 | 35.48 |
| 2025-06-30 | $12k | 350 | 32.89 |
| 2025-03-31 | $11k | 350 | 30.31 |
| 2024-12-31 | $9.5k | 350 | 27.11 |
| 2024-09-30 | $10k | 350 | 29.53 |