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Ishares Tr dev val factor shares owned by Sutton Place Investors

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

Historical chart of Sutton Place Investors 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 Sutton Place Investors 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 Sutton Place Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 7.1k 35.48
2025-06-30 $244k 7.4k 32.89
2025-03-31 $214k 7.1k 30.31

More positions owned by Sutton Place Investors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)

View all positions for Sutton Place Investors

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor