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Ishares Tr dev val factor shares owned by RCS Financial Planning

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

Historical chart of RCS Financial Planning 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 RCS Financial Planning 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 9.3k 28.23
2023-12-31 $274k 10k 26.51
2023-09-30 $331k 13k 25.36
2023-06-30 $250k 9.8k 25.45
2023-03-31 $217k 8.8k 24.79
2022-12-31 $201k 8.7k 23.17

More positions owned by RCS Financial Planning

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for RCS Financial Planning

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