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Ishares Tr dev val factor shares owned by Phoenix Holdings

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

Historical chart of Phoenix Holdings 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 Phoenix Holdings 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 Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 118k 35.48

More positions owned by Phoenix Holdings

Teva Pharmaceutical Inds Sponsored Ads (TEVA)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Select Sector Spdr Tr Indl (XLI)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Technology (XLK)
Chesapeake Energy Corp (EXE)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Phoenix Holdings

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