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Ishares Tr dev val factor shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth 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 Beacon Harbor Wealth 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 Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 341k 35.48

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Applovin Corp Com Cl A (APP)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Core Msci Emkt (IEMG)
Amphenol Corp Cl A (APH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Abbvie (ABBV)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

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