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Ishares Tr shares owned by Prosperity Planning

Quarter-by-quarter ownership of Ishares Tr (EGUS) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 4.4k 51.59
2025-06-30 $207k 4.4k 46.76
2025-03-31 $219k 5.6k 39.45

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Avantis Us Mid C (AVMV)

View all positions for Prosperity Planning

Top funds holding Ishares Tr

Lido Advisors
SageView Advisory Group
Citadel Advisors
Tower Research Capital
Goldman Sachs Group
Apollon Wealth Management
Serenus Wealth Advisors
Jane Street
Sonoma Allocations
Prosperity Planning
Wealth Enhancement Advisory Services
Front Row Advisors
Larson Financial Group
BFSG
UBS Group

View all funds holding Ishares Tr