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Ishares Tr dev val factor shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-09-30 $804k 27k 29.53

More positions owned by Wealthgarden F.s

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Select Sector Spdr Tr Technology (XLK)

View all positions for Wealthgarden F.s

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Eqis Capital Management
Kathmere Capital Management
Colony
Bank of America Corporation
Armbruster Capital Management
UBS Group
Trust Point
Janney Montgomery Scott
Savvy Advisors
Morgan Stanley

View all funds holding Ishares Tr dev val factor