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Ishares Tr cmn shares owned by GW & Wade

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $552k 5.6k 98.61
2023-09-30 $594k 6.1k 96.88
2023-06-30 $708k 7.3k 97.56
2023-03-31 $622k 6.3k 99.28
2022-12-31 $607k 6.3k 96.89

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Ishares Tr Rus 1000 Grw Etf (IWF)
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Microsoft Corporation (MSFT)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding Ishares Tr cmn

Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
Haverford Trust Company
O'shaughnessy Asset Management
Keating Investment Counselors
Central Trust & Investment

View all funds holding Ishares Tr cmn