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Ishares Tr dev val factor shares owned by 55i

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $65M 3.3M 19.75
2022-06-30 $27M 1.2M 22.18
2022-03-31 $37M 1.5M 25.45
2021-12-31 $17M 651k 25.44
2021-09-30 $6.8M 264k 25.71
2021-06-30 $3.4M 134k 25.82

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Wealthsource Partners
Bank of America Corporation
Eqis Capital Management
Janney Montgomery Scott
Armbruster Capital Management
Kathmere Capital Management
Buckingham Asset Management
Morgan Stanley
JNBA Financial Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr dev val factor