Serenus Wealth Advisors »

Ishares Tr shares owned by Serenus Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (EGUS) shares owned by Serenus Wealth Advisors from 13F filings

Historical chart of Serenus Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $452k 8.8k 51.59
2025-06-30 $410k 8.8k 46.76
2025-03-31 $346k 8.8k 39.45

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

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