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Ishares Tr dev val factor shares owned by Choate Investment Advisors

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

Historical chart of Choate Investment 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 Choate Investment 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 Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 8.6k 35.48
2025-06-30 $281k 8.6k 32.89

More positions owned by Choate Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Choate Investment Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Savvy Advisors
Colony
Kathmere Capital Management
LPL Financial
TCG Advisory Services
Armbruster Capital Management
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Envestnet Asset Management
KWB Wealth
Victory Financial Group

View all funds holding Ishares Tr dev val factor