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Ishares Tr edge us fixd inm shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 3.6k 89.76

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Oracle Corporation (ORCL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)

View all positions for Lifelong Wealth Advisors

Top funds holding Ishares Tr edge us fixd inm

CWM
Park Avenue Securities
BlackRock
Ameriprise Financial
Merit Financial Group
Branch Banking & Trust Company
Kelly Financial Services
Sanctuary Advisors
Citadel Advisors
Triad Wealth Partners
Us Bancorp
Perigon Wealth Management
Sharkey, Howes & Javer
AE Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Ishares Tr edge us fixd inm