Painted Porch Advisors »

Ishares Tr dev val factor shares owned by Painted Porch Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Painted Porch Advisors from 13F filings

Historical chart of Painted Porch Advisors 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 Painted Porch Advisors 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 Painted Porch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 264 35.48
2025-06-30 $8.7k 264 32.89
2025-03-31 $8.0k 264 30.31
2024-12-31 $7.2k 264 27.11
2024-09-30 $7.8k 264 29.53

More positions owned by Painted Porch Advisors

iShares MSCI EAFE Etf (EFA)
iShares S&P 600 Index Etf (IJR)
Berkshire Hathaway Stock (BRK.B)
Invesco S&P Low Vol Index Etf (SPLV)
Apple Stock (AAPL)
Visa Stock (V)
Vanguard Total Stock Market Index Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
iShares Core S&P 500 Etf (IVV)
Microsoft Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Ares Management Stock (ARES)
Chevron Stock (CVX)
Walmart Stock (WMT)
Procter and Gamble Stock (PG)

View all positions for Painted Porch Advisors

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