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Ishares Tr dev val factor shares owned by Wealth Science Advisors

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

Historical chart of Wealth Science 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 Wealth Science 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 Wealth Science Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5k 145 38.16

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Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
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Capital Group Equity Etf Tr Us Small And Mid (CGMM)
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View all positions for Wealth Science 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