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Ishares U S Etf Tr shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr (CCRV) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Ishares U S Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 194k 20.78
2024-06-30 $4.0M 186k 21.69
2024-03-31 $3.9M 183k 21.25
2023-12-31 $63k 3.2k 19.76

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Ishares U S Etf Tr

Family Investment Center
BlackRock
BKM Wealth Management
Bank of America Corporation
BlackRock
Mariner Wealth Advisors
Ancora Advisors
Advisor Group Holdings
Jaffetilchin Investment Partners
Geneos Wealth Management
Morgan Stanley

View all funds holding Ishares U S Etf Tr