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Ishares Tr dev val factor shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth 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 Davis Wealth 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 6.7k 39.68

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

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