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Ishares Tr dev val factor shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 682 39.68

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard S&p 500 Etf Uie (VOO)
Invesco S&p 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Facebook Inc cl a (META)
Jpmorgan International Value Etf Uie (JIVE)
Jpmorgan Active Growth Etf Uie (JGRO)
Microsoft Corporation (MSFT)
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)
Amazon (AMZN)
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)
State Street Spdr S&p 500 Etf Trust Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)

View all positions for Comprehensive Financial Planning

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
Kathmere Capital Management
TCG Advisory Services
Envestnet Asset Management
Janney Montgomery Scott
Armbruster Capital Management

View all funds holding Ishares Tr dev val factor