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Ishares Tr dev val factor shares owned by Affinity Capital Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Affinity Capital Advisors from 13F filings

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $989k 34k 29.53
2024-03-31 $950k 34k 28.23
2023-12-31 $905k 34k 26.51
2023-09-30 $1.4M 54k 25.36
2023-06-30 $1.2M 48k 25.45

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Affinity Capital Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor