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Ishares Tr shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $381k 14k 26.73

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)

View all positions for Shared Vision Wealth Group

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