RMG Wealth Management »

Ishares Tr fund shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr fund by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $476 21 22.67

More positions owned by RMG Wealth Management

Schwab U.s. Large-cap Growth Etf SHS (SCHG)
Vanguard Morningstar Value Etf SHS (VTV)
Ishares Morningstar Mid-cap Etf SHS (IMCG)
State Street Spdr Bloomberg Short Term High Yield Bond Etf SHS (SJNK)
Invesco S&p 500 Equal Weight Technology Etf SHS (PKB)
Ishares 5-10 Year Investment Grade Corporate Bond Etf SHS (IGIB)
Schwab U.s. Small-cap Etf SHS (SCHA)
Ishares Floating Rate Bond Etf SHS (FLOT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf SHS (SPIB)
Schwab Fundamental International Small Equity Etf SHS (SCHD)
Vanguard S&p 500 Etf SHS (VOO)
Apple (AAPL)
Vanguard Morningstar Mega Cap Growth Etf SHS (MGK)
Vanguard Morningstar Mid-cap Etf SHS (VO)
Vanguard Morningstar Growth Etf SHS (VUG)

View all positions for RMG Wealth Management

Top funds holding Ishares Tr fund

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

View all funds holding Ishares Tr fund