Invenio Wealth Partners »

Ishares Tr dev val factor shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 346k 35.48
2025-06-30 $553k 17k 32.89

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor