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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
2024-06-30 $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)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor