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Ishares Tr dev val factor shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems 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 Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 80k 29.53
2024-06-30 $2.2M 79k 27.44
2024-03-31 $2.2M 79k 28.23
2023-12-31 $2.1M 78k 26.51

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Custom Index Systems

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