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Ishares Tr dev val factor shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners 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 Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 109k 38.05
2025-09-30 $4.3M 123k 35.48
2025-06-30 $4.1M 125k 32.89
2024-12-31 $853k 32k 27.11

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Sagespring Wealth Partners

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor