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Ishares Tr dev val factor shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 121k 34.89
2025-06-30 $2.8M 93k 30.31
2025-03-31 $2.8M 93k 30.31
2024-06-30 $1.3M 47k 27.44
2023-03-31 $1.0M 41k 24.79

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Doubleline Etf Trust Commercial Real (DCRE)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Broadcom (AVGO)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Saxon Interests

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor