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Ishares Tr dev val factor shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $692k 17k 41.82

More positions owned by Strategic Financial Concepts

Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Growth (JGRO)
T Rowe Price Exchange-traded Floating Rate (TFLR)
Apple (AAPL)
Tesla Motors (TSLA)
T Rowe Price Exchange-traded Us High Yield (THYF)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Ishares Tr Msci Us Garp Etf (GARP)

View all positions for Strategic Financial Concepts

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