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Ishares Tr dev val factor shares owned by Park Avenue Securities

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Park Avenue Securities from 13F filings

Historical chart of Park Avenue Securities 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 Park Avenue Securities 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 Park Avenue Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 75k 28.22
2023-12-31 $1.6M 59k 26.51
2023-09-30 $588k 23k 25.35
2023-06-30 $296k 12k 25.46
2022-12-31 $1.9M 84k 23.17
2021-12-31 $2.7M 107k 25.44

More positions owned by Park Avenue Securities

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Park Avenue Securities

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