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Ishares Tr shares owned by Kuntz Lesher Capital

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Kuntz Lesher Capital from 13F filings

Historical chart of Kuntz Lesher Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Kuntz Lesher Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 3.2k 63.88

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Hanson McClain Advisors
Jpmorgan Chase & Co
SigFig Wealth Management
Park Avenue Securities
Advisor Group Holdings
Adviser Investments
Invera Wealth Advisors
Jane Street
Financial Connections Group
UBS Group
HighTower Advisors
One Wealth Advisors
Bank of America Corporation
Klaas Financial Asset Advisors

View all funds holding Ishares Tr