Shakespeare Wealth Management »

Powershares S&p Intl Dev Low Volatil Etf etf shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Powershares S&p Intl Dev Low Volatil Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Powershares S&p Intl Dev Low Volatil Etf etf held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Powershares S&p Intl Dev Low Volatil Etf etf by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 9.7k 30.42
2024-03-31 $521k 19k 28.07
2023-09-30 $612k 24k 26.10
2023-06-30 $698k 26k 27.35
2023-03-31 $701k 26k 27.36
2022-12-31 $921k 34k 26.78
2022-09-30 $844k 34k 24.64
2022-06-30 $1.5M 55k 27.66
2022-03-31 $1.1M 35k 31.31
2021-12-31 $1.1M 34k 31.93
2021-09-30 $1.1M 36k 30.72
2021-06-30 $1.2M 38k 31.84
2021-03-31 $1.2M 38k 30.39
2020-12-31 $1.2M 40k 30.00
2020-09-30 $1.1M 40k 28.46
2020-06-30 $1.1M 41k 27.59
2020-03-31 $2.3M 86k 26.30
2019-12-31 $3.0M 88k 34.12
2019-09-30 $3.1M 91k 34.16
2019-06-30 $3.1M 92k 33.85
2019-03-31 $3.1M 95k 32.83
2018-12-31 $2.8M 93k 29.84
2018-09-30 $1.8M 54k 32.48
2018-06-30 $1.8M 55k 32.21
2018-03-31 $1.9M 58k 33.15
2017-12-31 $2.0M 58k 33.66

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Powershares S&p Intl Dev Low Volatil Etf etf

Bank of New York Mellon
Burt Wealth Advisors
Sei Investments
Invesco
HTLF Bank
Morgan Stanley
LPL Financial
Johnson & White Wealth Management
Bell Investment Advisors
Equitable Holdings
Susquehanna International
Jane Street
Armbruster Capital Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company

View all funds holding Powershares S&p Intl Dev Low Volatil Etf etf