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Ishares Tr fund shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1k 85 47.94
2025-09-30 $4.1k 85 48.13
2025-06-30 $4.1k 85 47.67

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Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Spdr Gold Tr Gold Shs (GLD)
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Pacer Fds Tr Globl Cash Etf (GCOW)
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
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View all positions for 1 North Wealth Services

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Seeds Investor
Envestnet Asset Management
Bank of New York Mellon
Assetmark
UBS Group
Laurel Wealth Planning
Cetera Investment Advisers

View all funds holding Ishares Tr fund