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Ishares Tr dev val factor shares owned by Whelan Financial

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

Historical chart of Whelan Financial 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 Whelan Financial 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 Whelan Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $255k 6.4k 39.68

More positions owned by Whelan Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Global 100 Etf (IOO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Amazon (AMZN)

View all positions for Whelan Financial

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