Bernard Wealth Management Corp. »

Ishares Tr shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9k 371 26.67

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Bernard Wealth Management Corp.

Top funds holding Ishares Tr

BIP Wealth
Crown Wealth Group
BlackRock
FC Advisory
Grantvest Financial Group
Mercer Global Advisors
Blue Sky Capital Consultants Group
Crewe Advisors
ATX Financial Planning
Amplius Wealth Advisors
Creative Planning
Cetera Investment Advisers
Lido Advisors
High Falls Advisors
Shared Vision Wealth Group

View all funds holding Ishares Tr