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Ishares Tr dev val factor shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Ishares Tr dev val factor

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All positions including Ishares Tr dev val factor held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2023-09-30 $424k 17k 25.36

More positions owned by Brian McDonald

Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Ishares Tr Common (IVV)
Eli Lilly & Co Common (LLY)
Amazon Common (AMZN)
Spdr S&p 500 Etf Tr Common (SPY)
Nvidia Corporation Common (NVDA)
Alphabet Common (GOOGL)
Home Depot Common (HD)
Jpmorgan Chase & Co Common (JPM)
Exxon Mobil Corp Common (XOM)
Ishares Tr Common (IWB)
Alphabet Common (GOOG)
Ishares Tr Common (IWF)
Johnson & Johnson Common (JNJ)

View all positions for Brian McDonald

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor