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Ishares Tr dev val factor shares owned by Squire Investment Management Company

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Squire Investment Management Company from 13F filings

Historical chart of Squire Investment Management Company 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 Squire Investment Management Company 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 Squire Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 51k 27.44
2024-03-31 $1.4M 51k 28.23
2023-12-31 $1.4M 51k 26.51

More positions owned by Squire Investment Management Company

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Squire Investment Management Company

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Eqis Capital Management
Bank of America Corporation
Kathmere Capital Management
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Morgan Stanley
Resources Investment Advisors
BlackRock
Integrated Wealth Concepts

View all funds holding Ishares Tr dev val factor