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Ishares Tr dev val factor shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $181k 4.3k 41.82
2024-12-31 $78k 2.9k 27.11

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Mid-cap Value Etf Etf (VOE)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Ishares Russell 1000 Value Etf Etf (IWD)
State Street Spdr S&p 500 Etf Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Vanguard Small Cap Value Etf Etf (VBR)
Microsoft Corp Stock (MSFT)

View all positions for Bruce G. Allen Investments

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Savvy Advisors
LPL Financial
Bank of America Corporation
Morgan Stanley
Colony
Jane Street
Ameriprise Financial
TCG Advisory Services
Kathmere Capital Management
Janney Montgomery Scott
Envestnet Asset Management
Alliance Wealth Advisors

View all funds holding Ishares Tr dev val factor