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Ishares Tr dev val factor shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 Private Wealth 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 Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 5.3k 39.69
2025-03-31 $280k 9.2k 30.31

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Oct 2028 (IBIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Barclays Bank Ipath S&p 500 Sh (VXX)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Savvy Advisors
LPL Financial
Bank of America Corporation
Morgan Stanley
Colony
Jane Street
Ameriprise Financial
Kathmere Capital Management
TCG Advisory Services
Envestnet Asset Management
Janney Montgomery Scott
Armbruster Capital Management

View all funds holding Ishares Tr dev val factor