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Ishares Tr dev val factor shares owned by Elgethun Capital Management

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

Historical chart of Elgethun Capital 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 Elgethun Capital 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 Elgethun Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $318k 13k 25.20
2023-06-30 $321k 13k 25.45
2023-03-31 $316k 13k 25.03
2022-12-31 $296k 13k 23.38
2022-09-30 $345k 18k 19.73
2022-06-30 $291k 13k 22.10

More positions owned by Elgethun Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fairfax Financial Holdings Lim (FRFHF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Financial (CASH)
Liberty Media Corp Del Com Lbty One S A (FWONA)
Ban (TBBK)
Charles Schwab Corporation (SCHW)
Microsoft Corporation (MSFT)
NVR (NVR)
Crimson Wine (CWGL)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Alps Etf Tr Alerian Mlp (AMLP)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)

View all positions for Elgethun Capital Management

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