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Ishares Tr dev val factor shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $233k 9.2k 25.36
2023-06-30 $226k 8.9k 25.45
2023-03-31 $240k 9.7k 24.79
2022-12-31 $236k 10k 23.17
2022-09-30 $216k 11k 19.71

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Microsoft Corporation (MSFT)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Itt (ITT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)

View all positions for Personal Cfo Solutions

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan
Foster Group
One Wealth Advisors

View all funds holding Ishares Tr dev val factor