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Ishares Tr dev val factor shares owned by Ameriflex Group

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

Historical chart of Ameriflex Group 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 Ameriflex Group 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 Ameriflex Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 10k 35.48
2025-06-30 $860k 26k 32.58
2025-03-31 $861k 28k 30.31
2024-12-31 $706k 25k 28.16

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View all positions for Ameriflex Group

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Colony
Savvy Advisors
KWB Wealth
Kathmere Capital Management
Morgan Stanley
LPL Financial
TCG Advisory Services
Armbruster Capital Management
Wealth Enhancement Advisory Services
Janney Montgomery Scott
EP Wealth Advisors

View all funds holding Ishares Tr dev val factor