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Ishares Tr dev val factor shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $134k 3.2k 41.82

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Savvy Advisors
LPL Financial
Bank of America Corporation
Morgan Stanley
Colony
Jane Street
Ameriprise Financial
TCG Advisory Services
Kathmere Capital Management
Janney Montgomery Scott
Envestnet Asset Management
Alliance Wealth Advisors

View all funds holding Ishares Tr dev val factor