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Ishares Tr shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $249k 2.9k 84.65
2024-09-30 $208k 2.9k 72.04

More positions owned by Trilogy Capital

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for Trilogy Capital

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
Park Avenue Securities
Adviser Investments
Susquehanna International
Cetera Investment Advisers
Bailard

View all funds holding Ishares Tr