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Ishares Tr shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Ishares Tr shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $215M 8.7M 24.83

More positions owned by Orgel Wealth Management

Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Future Ai Benef
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Vanguard Index Fds Mrngstr Md Cp Va (VOE)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

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Top funds holding Ishares Tr

Orgel Wealth Management

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