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Ishares Tr dev val factor shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven 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 ShoreHaven 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 140k 26.51
2023-09-30 $3.9M 156k 25.36
2023-06-30 $4.0M 157k 25.45
2023-03-31 $3.9M 159k 24.79
2022-12-31 $4.3M 186k 23.17
2022-09-30 $3.8M 192k 19.75

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Msci Emrg Chn (EMXC)

View all positions for ShoreHaven Wealth Partners

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