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Ishares Tr dev val factor shares owned by Briggs Advisory Group

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

Historical chart of Briggs Advisory Group 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 Briggs Advisory Group 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 Briggs Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $712k 28k 25.36
2023-06-30 $821k 32k 25.45
2023-03-31 $808k 33k 24.79
2022-12-31 $755k 33k 23.17
2022-09-30 $404k 20k 19.77
2022-06-30 $336k 15k 22.15

More positions owned by Briggs Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Ameriprise Financial (AMP)
American Express Company (AXP)

View all positions for Briggs Advisory Group

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor