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Ishares Tr dev val factor shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $488k 18k 26.51
2023-09-30 $403k 16k 25.36
2023-06-30 $209k 8.2k 25.45
2023-03-31 $204k 8.2k 24.79

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

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