PMG Wealth Management »

Ishares Tr dev val factor shares owned by PMG Wealth Management

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

Historical chart of PMG Wealth Management 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 PMG Wealth Management 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 92k 38.05
2025-09-30 $3.1M 87k 35.74
2025-06-30 $2.8M 86k 32.89

More positions owned by PMG Wealth Management

Invesco Exchange Traded S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)
John Hancock Exchange Mltfctr Lrg Cap (JHML)

View all positions for PMG Wealth Management

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Savvy Advisors
LPL Financial
Colony
Ameriprise Financial
Kathmere Capital Management
TCG Advisory Services
Armbruster Capital Management
Janney Montgomery Scott
Wealth Enhancement Advisory Services
Jane Street
KWB Wealth

View all funds holding Ishares Tr dev val factor