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Ishares Tr shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $399k 4.7k 84.60

More positions owned by Mission Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Small Cp Etf (VB)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation Call Option (Principal) (NVDA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Call Option (Principal) (AMZN)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Broadcom Call Option (Principal) (AVGO)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mission Wealth Management

Top funds holding Ishares Tr

Northwest & Ethical Investments
Envestnet Asset Management
TrueNorth
BlackRock
LPL Financial
Sei Investments
Sbe Llc Dba Cedar Cove Wealth Partners
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Hanson McClain Advisors
Adviser Investments
Susquehanna International
Cetera Investment Advisers
Bailard
Values Added Financial

View all funds holding Ishares Tr