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Ishares Tr fund shares owned by Gwn Securities

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Gwn Securities from 13F filings

Historical chart of Gwn Securities investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Gwn Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 4.8k 47.94

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Cardinal Health (CAH)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Johnson & Johnson (JNJ)

View all positions for Gwn Securities

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