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Ishares Tr dev val factor shares owned by Paradigm Financial Advisors

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

Historical chart of Paradigm Financial 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 Paradigm Financial 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 Paradigm Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.1M 44k 25.43
2021-09-30 $1.1M 45k 25.70
2021-06-30 $1.1M 44k 25.83
2021-03-31 $205k 8.1k 25.23

More positions owned by Paradigm Financial Advisors

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Ishares Barclays TIPS Bond Fun Etf (TIP)
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Vanguard Value ETF Etf (VTV)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 2000 Value ETF Etf (IWN)
NASDAQ Clean Energy ETF Etf (QCLN)
Vanguard SmCap ETF Etf (VB)
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Amazon (AMZN)
Vanguard Mid Cap ETF Etf (VO)
Invesco China Technology Etf (CQQQ)

View all positions for Paradigm Financial Advisors

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