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Ishares Tr fund shares owned by Corepath Wealth Partners

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Corepath Wealth Partners from 13F filings

Historical chart of Corepath Wealth Partners investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $287k 6.1k 47.11

More positions owned by Corepath Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Corepath Wealth Partners

Top funds holding Ishares Tr fund

Betterment
Mercer Global Advisors
Empower Advisory Group
Bank of America Corporation
Royal Bank of Canada
Francis Financial
Creative Planning
LPL Financial
Impact Investors
Seeds Investor
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Raymond James Financial
UBS Group

View all funds holding Ishares Tr fund