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Ishares Tr dev val factor shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $723k 27k 26.51
2023-09-30 $661k 26k 25.36

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

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