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Ishares Tr dev val factor shares owned by Kaufman Rossin Wealth

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

Historical chart of Kaufman Rossin Wealth 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 Kaufman Rossin Wealth 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 Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 11k 38.05
2025-09-30 $449k 13k 35.48
2025-06-30 $421k 13k 32.89
2025-03-31 $388k 13k 30.31
2024-12-31 $348k 13k 27.11

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Kaufman Rossin Wealth

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