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Ishares Tr dev val factor shares owned by Stone House Investment Management

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

Historical chart of Stone House Investment Management 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 Stone House Investment Management 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 Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 550 38.05
2025-09-30 $20k 550 35.48
2025-06-30 $18k 550 32.89

More positions owned by Stone House Investment Management

Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Procter & Gamble Company (PG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Stone House Investment Management

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor