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Ishares Tr dev val factor shares owned by Cassilly Financial Group

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

Historical chart of Cassilly Financial 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 Cassilly Financial 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 Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 69k 38.05

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)

View all positions for Cassilly Financial Group

Top funds holding Ishares Tr dev val factor

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Janney Montgomery Scott
Envestnet Asset Management
KWB Wealth
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View all funds holding Ishares Tr dev val factor