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Ishares Tr fund shares owned by Storen Legacy Partners

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

Historical chart of Storen Legacy Partners investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr fund by Storen Legacy Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $257k 5.4k 47.47

More positions owned by Storen Legacy Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)

View all positions for Storen Legacy 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