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Ishares Tr shares owned by Grantvest Financial Group

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

Historical chart of Grantvest Financial Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Grantvest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 65k 26.42
2025-06-30 $2.6M 100k 25.80
2025-03-31 $3.3M 134k 24.95

More positions owned by Grantvest Financial Group

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Calamos Etf Tr S&p 500 Structur (CPSJ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr S&p 500 Structrd (CPSA)

View all positions for Grantvest Financial Group

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr