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Ishares Tr dev val factor shares owned by WealthTrust DunckerStreett

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

Historical chart of WealthTrust DunckerStreett 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 WealthTrust DunckerStreett 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 WealthTrust DunckerStreett

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7k 167 28.23

More positions owned by WealthTrust DunckerStreett

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Mastercard Incorporated Cl A (MA)
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Danaher Corporation (DHR)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Copart (CPRT)
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View all positions for WealthTrust DunckerStreett

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan
Foster Group
One Wealth Advisors

View all funds holding Ishares Tr dev val factor