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Ishares Tr dev val factor shares owned by Lauterbach Financial Advisors

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

Historical chart of Lauterbach Financial Advisors 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 Lauterbach Financial Advisors 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 Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $336k 13k 26.51
2023-09-30 $307k 12k 25.36
2023-06-30 $296k 12k 25.45
2023-03-31 $253k 10k 24.79
2022-12-31 $230k 9.9k 23.17

More positions owned by Lauterbach Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Us Equity Etf (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Lauterbach Financial Advisors

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