TSA Wealth Managment »

Ishares Tr dev val factor shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr dev val factor by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 51k 26.51

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Coca-Cola Company (KO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for TSA Wealth Managment

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