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Ishares Tr dev val factor shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.5M 132k 41.82
2026-03-31 $24k 610 39.68
2025-12-31 $23k 610 38.05

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
LPL Financial
Savvy Advisors
Bank of America Corporation
Morgan Stanley
Ameriprise Financial
Colony
Advisor Group Holdings
TCG Advisory Services
Kathmere Capital Management
Janney Montgomery Scott
Envestnet Asset Management

View all funds holding Ishares Tr dev val factor