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Ishares Tr dev val factor shares owned by Harbor Asset Planning

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

Historical chart of Harbor Asset Planning 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 Harbor Asset Planning 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 Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 503 38.06

More positions owned by Harbor Asset Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Harbor Asset Planning

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Savvy Advisors
LPL Financial
Colony
Ameriprise Financial
Kathmere Capital Management
TCG Advisory Services
Armbruster Capital Management
Janney Montgomery Scott
Wealth Enhancement Advisory Services
Jane Street
KWB Wealth

View all funds holding Ishares Tr dev val factor