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Ishares Tr dev val factor shares owned by Clayton Partners

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

Historical chart of Clayton Partners investment in Ishares Tr dev val factor

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All positions including Ishares Tr dev val factor held by Clayton Partners 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 Clayton Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 89k 26.51
2023-09-30 $2.3M 89k 25.36
2023-06-30 $2.3M 89k 25.45
2023-03-31 $1.4M 55k 24.79

More positions owned by Clayton Partners

Flex Ord (FLEX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
California Res Corp Com Stock (CRC)
Cannae Holdings (CNNE)
AES Corporation (AES)
Alphabet Cap Stk Cl C (GOOG)
NCR Corporation (VYX)
Wells Fargo & Company (WFC)
Fluor Corporation (FLR)
National Health Investors (NHI)
Fiserv (FI)
Abbvie (ABBV)
Portman Ridge Fin Corp Com New (PTMN)

View all positions for Clayton Partners

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor