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Ishares Tr us divid bybck shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Ishares Tr us divid bybck (DIVB) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Ishares Tr us divid bybck

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us divid bybck held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us divid bybck by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 229k 53.15

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Ishares Tr us divid bybck

LPL Financial
Paradiem
Advisors Capital Management
Steward Partners Investment Advisory
IAG Wealth Partners
Foguth Wealth Management
Cetera Investment Advisers
CI Private Wealth
Segall Bryant & Hamill
San Luis Wealth Advisors
IFG Advisory
Aptus Capital Advisors
Sunburst Financial Group
Farther Finance Advisors
Masso Torrence Wealth Management

View all funds holding Ishares Tr us divid bybck