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Ishares Tr dev val factor shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $429k 16k 26.51
2023-03-31 $345k 14k 24.79
2022-06-30 $299k 14k 22.16
2020-06-30 $999 30 33.33
2019-09-30 $373k 16k 23.63

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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