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Ishares Tr dev val factor shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe 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 Pointe 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 Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 44k 38.05
2023-03-31 $1.1M 46k 24.79
2022-03-31 $534k 21k 25.44
2021-06-30 $522k 20k 25.81
2021-03-31 $504k 20k 25.29

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

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