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Ishares Tr dev val factor shares owned by Valeo Financial Advisors

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

Historical chart of Valeo 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 Valeo 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $322k 12k 27.92
2023-12-31 $305k 12k 26.51
2023-09-30 $282k 11k 25.36
2023-06-30 $268k 11k 25.45
2023-03-31 $295k 12k 24.79
2022-12-31 $276k 12k 23.17

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Spdr S&p 500 Etf Etf (SPY)
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Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Apple Stock (AAPL)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
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Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo 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