Envestnet Portfolio Solutions »

Ishares Tr dev val factor shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $504k 19k 26.51

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

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