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Ishares Tr dev val factor shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $42k 1.6k 26.51
2023-09-30 $110k 4.3k 25.36
2023-06-30 $22k 866 25.45
2022-09-30 $0 0 0.00

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Wealthsource Partners
Bank of America Corporation
Eqis Capital Management
Janney Montgomery Scott
Armbruster Capital Management
Kathmere Capital Management
Buckingham Asset Management
Morgan Stanley
JNBA Financial Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr dev val factor