Savvy Advisors »

Ishares Tr dev val factor shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 386k 29.53
2024-06-30 $3.2M 118k 27.44
2024-03-31 $2.4M 85k 28.23
2023-12-31 $1.3M 48k 26.51

More positions owned by Savvy Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amgen (AMGN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Index Fds Value Etf (VTV)
Procter & Gamble Company (PG)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Savvy Advisors

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