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Ishares Tr dev val factor shares owned by Mason & Associates

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates 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 Mason & Associates 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 36k 28.22

More positions owned by Mason & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Iron Mountain (IRM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Honda Motor Adr Ech Cnv In 3 (HMC)
Fidelity Covington Trust High Divid Etf (FDVV)
Dell Technologies CL C (DELL)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Mason & Associates

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