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Ishares Tr fund shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Ishares Tr fund

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

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Quarterly reported holdings in Ishares Tr fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 318 47.42

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

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