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Ishares Tr dev val factor shares owned by Spruce Private Investors

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

Historical chart of Spruce Private Investors 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 Spruce Private Investors 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 Spruce Private Investors

Quarter filed Position value Share count Share price at filing
2017-12-31 $2.3M 88k 26.43
2017-09-30 $2.4M 95k 25.30
2017-06-30 $2.3M 97k 24.13

More positions owned by Spruce Private Investors

Vanguard Emerging Markets ETF (VWO)
Ishares Inc factorselect msc (EMGF)
Ishares Tr msci int smlcp (ISCF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI BRIC Index Fund (BKF)
Ishares Tr int dev mom fc (IMTM)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Ishares Tr msci usavalfct (VLUE)
Ishares Tr dev val factor (IVLU)
Technology SPDR (XLK)
Vanguard Utilities ETF (VPU)
Vanguard Financials ETF (VFH)
Dbx Trackers db xtr msci eur (DBEU)
iShares Dow Jones US Health Care (IHF)

View all positions for Spruce Private Investors

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