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Ishares Tr dev val factor shares owned by Christopher Weil & Company

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Christopher Weil & Company from 13F filings

Historical chart of Christopher Weil & Company 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 Christopher Weil & Company 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 Christopher Weil & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 125k 29.53
2024-06-30 $3.0M 110k 27.44
2024-03-31 $681k 24k 28.23

More positions owned by Christopher Weil & Company

Apple (AAPL)
Public Storage (PSA)
Ishares Tr Core S&p Us Vlu (IUSV)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Blackrock Etf Trust Ii Total Return Etf (BRTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
New York Life Invts Active E Nyli Mackay Cali (MMCA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Houlihan Lokey Cl A (HLI)

View all positions for Christopher Weil & Company

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