Nicholas Hoffman & Company »

Ishares Tr dev val factor shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company 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 Nicholas Hoffman & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $590k 21k 28.23
2023-12-31 $554k 21k 26.51
2023-09-30 $530k 21k 25.36
2023-06-30 $532k 21k 25.45
2023-03-31 $518k 21k 24.79
2022-12-31 $485k 21k 23.17

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Small-cap Etf Etf (VB)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Broadcom Stock (AVGO)
Apple Stock (AAPL)
Accenture Plc Ireland Shs Class A Stock (ACN)

View all positions for Nicholas Hoffman & Company

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