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Ishares Tr dev val factor shares owned by Warren Street Wealth Advisors

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

Historical chart of Warren Street 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 Warren Street 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 Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $492k 19k 26.51
2023-09-30 $490k 19k 25.36
2023-06-30 $492k 19k 25.45
2023-03-31 $479k 19k 24.79
2022-12-31 $433k 19k 23.17

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View all positions for Warren Street Wealth 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