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Ishares Tr dev val factor shares owned by Ashton Thomas Private Wealth

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Ashton Thomas Private Wealth from 13F filings

Historical chart of Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 289k 35.48
2025-06-30 $9.5M 290k 32.89
2025-03-31 $8.9M 293k 30.31
2024-12-31 $7.9M 293k 27.11

More positions owned by Ashton Thomas Private Wealth

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Strategy Day Hagan Smart (SSUS)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Strategy Day Hagan Smart (DHSB)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Ashton Thomas Private Wealth

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