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Ishares Tr dev val factor shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 167k 28.23
2023-12-31 $3.9M 147k 26.51

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Principal Financial Group Common Stock (PFG)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Schwab Common Stock (SCHM)
Ishares Common Stock (IWB)
Nvidia Corp Common Stock (NVDA)
Ishares Common Stock (IVE)
Ishares Common Stock (IVW)
Wisdomtree Common Stock (PUTW)
Vanguard Common Stock (VTI)

View all positions for Trust Point

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