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Ishares Tr dev val factor shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Ishares Tr dev val factor

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All positions including Ishares Tr dev val factor held by Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 5.4k 38.28

More positions owned by Symphony Financial

Spdr Series Trust State Street Spd (SPTM)
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Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Symphony Financial

Top funds holding Ishares Tr dev val factor

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

View all funds holding Ishares Tr dev val factor