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Ishares Tr fund shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $842k 18k 47.94
2025-09-30 $827k 17k 48.13
2025-06-30 $629k 13k 47.67
2025-03-31 $618k 13k 47.36

More positions owned by Atomi Financial Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Robinhood Mkts Com Cl A Put Option (HOOD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Coinbase Global Com Cl A (COIN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr U S Equity Factr (LRGF)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

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