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Ishares Tr fund shares owned by Silver Grove Financial Group

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

Historical chart of Silver Grove Financial Group investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Silver Grove 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 Silver Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $65k 1.4k 47.47

More positions owned by Silver Grove Financial Group

Main Sector MF Closed and MF Open (SECT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Ishares Tr Core Us Aggbd Et (AGG)
Nvidia Corp Common Stock (NVDA)
Apple (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
Microsoft Corporation (MSFT)
Amazon Common Stock (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Jpmorgan Chase Common Stock (JPM)
Broadcom (AVGO)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Silver Grove Financial Group

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
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
UBS Group
Laurel Wealth Planning

View all funds holding Ishares Tr fund