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Ishares Tr dev val factor shares owned by Tripletail Wealth Management

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

Historical chart of Tripletail Wealth 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 Tripletail Wealth 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 Tripletail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3k 175 35.81

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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View all positions for Tripletail Wealth Management

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