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Ishares Tr dev val factor shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset Advisors 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 Guardian Asset Advisors 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 40k 41.82

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vertiv Holdings Com Cl A (VRT)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Min Etf (USMV)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Guardian Asset Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
LPL Financial
Savvy Advisors
Bank of America Corporation
Morgan Stanley
Ameriprise Financial
Colony
Advisor Group Holdings
TCG Advisory Services
Kathmere Capital Management
Janney Montgomery Scott
Envestnet Asset Management

View all funds holding Ishares Tr dev val factor