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Ishares Tr dev val factor shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $38M 1.4M 26.51
2023-09-30 $11M 431k 25.36
2023-06-30 $11M 429k 25.45

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Ishares Tr Core Us Aggbd Et (AGG)
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View all positions for Sequoia Financial Advisors

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor