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Ishares Tr dev val factor shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $435k 15k 28.79
2024-06-30 $415k 15k 27.44
2024-03-31 $436k 15k 28.85

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor