Gen-Wealth Partners »

Ishares Tr shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 3.9k 68.37
2024-06-30 $194k 2.9k 67.43
2024-03-31 $185k 2.7k 68.13

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Ishares U.s. Technology Etf Etf (IYW)
Procter And Gamble Stock (PG)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
TrueNorth
Envestnet Portfolio Solutions
Syntrinsic
LPL Financial
Jpmorgan Chase & Co
SigFig Wealth Management
Sei Investments
Park Avenue Securities
Hanson McClain Advisors
Cetera Investment Advisers
Mml Investors Services
Thrivent Financial for Lutherans
Adviser Investments

View all funds holding Ishares Tr