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Ishares U S Etf Tr shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr (CCRV) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Ishares U S Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 183k 21.25
2023-12-31 $63k 3.2k 19.76

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Ishares U S Etf Tr

Family Investment Center
BKM Wealth Management
Jane Street
Bank Of Montreal
Kestra Private Wealth Services
Advisor Group Holdings
Bank of America Corporation
UBS Group
Farther Finance Advisors
Geneos Wealth Management

View all funds holding Ishares U S Etf Tr