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Ishares Tr dev val factor shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial Advisors 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $341k 13k 26.51
2023-09-30 $1.7M 67k 25.36
2023-06-30 $1.7M 67k 25.45
2023-03-31 $1.7M 67k 24.79
2022-12-31 $1.6M 70k 23.17
2022-09-30 $1.5M 76k 19.75
2022-06-30 $3.6M 164k 22.18
2022-03-31 $946k 37k 25.46
2021-12-31 $433k 17k 25.45

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor