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Ishares Tr dev val factor shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors 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 Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3M 153k 28.44
2024-09-30 $3.8M 137k 27.69
2024-06-30 $3.9M 139k 28.00

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Sanctuary Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Eqis Capital Management
Kathmere Capital Management
Colony
Bank of America Corporation
Armbruster Capital Management
UBS Group
Trust Point
Janney Montgomery Scott
Savvy Advisors
Morgan Stanley

View all funds holding Ishares Tr dev val factor