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Ishares Tr dev val factor shares owned by BAM Wealth Management

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

Historical chart of BAM Wealth Management 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 BAM Wealth Management 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 BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 5.4k 38.05

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Pimco Etf Tr Active Bd Etf (BOND)
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Apple (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for BAM Wealth Management

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor