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Ishares Tr dev val factor shares owned by Kestra Advisory Services

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

Historical chart of Kestra 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 Kestra 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 57k 26.51
2023-09-30 $1.1M 42k 25.36
2023-06-30 $955k 38k 25.45
2023-03-31 $866k 35k 24.79
2022-12-31 $736k 32k 23.17
2022-09-30 $353k 18k 19.73

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Ishares Tr Msci Ac Asia Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VTI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.B)
Vanguard Index Fds Small Cp Etf (VUG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Rba Indl Etf (RDVY)
Vanguard Index Fds Small Cp Etf (VTV)
Ishares Tr Msci Ac Asia Etf (IJR)

View all positions for Kestra 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