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Ishares Tr dev val factor shares owned by Private Capital Management

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

Historical chart of Private Capital 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 Private Capital Management 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 Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $25k 924 27.11
2024-09-30 $27k 924 29.53
2024-06-30 $25k 924 27.44
2024-03-31 $26k 924 28.23

More positions owned by Private Capital Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Core Bd Etf (VCRB)

View all positions for Private Capital Management

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