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Ishares Tr dev val factor shares owned by G&S Capital

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

Historical chart of G&S Capital 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 G&S Capital 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 G&S Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 39k 28.23
2023-12-31 $995k 38k 26.51
2023-09-30 $998k 39k 25.36
2023-06-30 $1.0M 39k 25.45
2022-03-31 $1.6M 61k 25.45
2021-12-31 $743k 29k 25.43

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Chevron Corporation (CVX)
Ishares Msci Eurzone Etf (EZU)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Williams Companies (WMB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for G&S Capital

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