Stonebrook Private »

Ishares Tr dev val factor shares owned by Stonebrook Private

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

Historical chart of Stonebrook Private 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 Stonebrook Private consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by Stonebrook Private

Quarter filed Position value Share count Share price at filing
2024-09-30 $749k 25k 29.53
2024-06-30 $720k 26k 27.44
2024-03-31 $728k 26k 28.23
2023-12-31 $633k 24k 26.51

More positions owned by Stonebrook Private

Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Industry Rota (INRO)
Ishares Msci Emrg Chn (EMXC)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Eaton Corp SHS (ETN)

View all positions for Stonebrook Private

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Colony
Armbruster Capital Management
Trust Point
Janney Montgomery Scott
KWB Wealth
Resources Investment Advisors
TCG Advisory Services

View all funds holding Ishares Tr dev val factor