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Ishares Tr dev val factor shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management 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 Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $612k 17k 35.48
2025-06-30 $571k 17k 32.89
2025-03-31 $542k 18k 30.31

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Colony
Savvy Advisors
KWB Wealth
Kathmere Capital Management
Morgan Stanley
LPL Financial
TCG Advisory Services
Armbruster Capital Management
Wealth Enhancement Advisory Services
Janney Montgomery Scott
EP Wealth Advisors

View all funds holding Ishares Tr dev val factor