ATX Financial Planning »

Ishares Tr shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $929k 35k 26.67

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Ishares Tr

BIP Wealth
Crown Wealth Group
BlackRock
FC Advisory
Grantvest Financial Group
KM Capital Management
Blue Sky Capital Consultants Group
Envestnet Asset Management
Crewe Advisors
ATX Financial Planning
Amplius Wealth Advisors
Elwood & Goetz Wealth Advisory Group
Creative Planning
Cetera Investment Advisers
Susquehanna International

View all funds holding Ishares Tr