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Ishares Tr shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 5.8k 75.45
2025-06-30 $509k 6.8k 74.44
2024-12-31 $693k 11k 64.62

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Core S&p500 Etf (IVV)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ab Active Etfs Emerging Mkts Op (EMOP)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Sagespring Wealth Partners

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