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Ishares Tr shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $312k 3.9k 79.44
2025-06-30 $449k 6.0k 74.44
2025-03-31 $415k 6.2k 67.34
2024-12-31 $573k 8.9k 64.62

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for One Wealth Capital Management

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
TrueNorth
Sei Investments
LPL Financial
Sbe Llc Dba Cedar Cove Wealth Partners
Envestnet Portfolio Solutions
Hanson McClain Advisors
Adviser Investments
Cetera Investment Advisers
Park Avenue Securities
Values Added Financial
Bailard
Accredited Investors
Apella Capital

View all funds holding Ishares Tr