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Ishares Tr dev val factor shares owned by Keel Point

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

Historical chart of Keel Point 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 Keel Point 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 Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 51k 28.23
2023-12-31 $1.3M 51k 26.51
2023-09-30 $1.2M 48k 25.36
2023-06-30 $1.2M 48k 25.45
2023-03-31 $1.2M 48k 24.79
2022-12-31 $361k 16k 23.17

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

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