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Ishares Tr dev val factor shares owned by Ascent Group

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

Historical chart of Ascent 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 Ascent 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 29k 35.48
2025-06-30 $1.0M 30k 32.89
2025-03-31 $611k 20k 30.31

More positions owned by Ascent Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Index (MGC)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Ascent 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