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Ishares Tr dev val factor shares owned by S & Co

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

Historical chart of S & Co 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 S & Co 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 S & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $420k 14k 29.51
2024-06-30 $390k 14k 27.40

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Automatic Data Processing (ADP)
Merck & Co (MRK)
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Abbott Laboratories (ABT)
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View all positions for S & Co

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor