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Ishares Tr dev val factor shares owned by Meridian Financial Partners

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

Historical chart of Meridian Financial Partners 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 Meridian Financial Partners 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 Meridian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 241k 35.65
2025-06-30 $2.0M 61k 32.89

More positions owned by Meridian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Virginia Natl Bankshares (VABK)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Meridian Financial Partners

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Colony
Savvy Advisors
KWB Wealth
Kathmere Capital Management
Morgan Stanley
LPL Financial
TCG Advisory Services
Armbruster Capital Management
Wealth Enhancement Advisory Services
Janney Montgomery Scott
EP Wealth Advisors

View all funds holding Ishares Tr dev val factor