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Ishares Tr dev val factor shares owned by Equitable Trust

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

Historical chart of Equitable Trust 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 Equitable Trust 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 Equitable Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 5.6k 39.68

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Hca Holdings (HCA)
Alphabet Inc Class A cs (GOOGL)
Vanguard Value ETF (VTV)
Microsoft Corporation (MSFT)
Ishares Core Intl Stock Etf core (IXUS)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Perimeter Solutions (PRM)
Amazon (AMZN)
Energy Select Sector SPDR (XLE)
Shopify Inc cl a (SHOP)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Qqq Trust Series 1 (QQQ)

View all positions for Equitable Trust

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