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Ishares Tr shares owned by CWM

Quarter-by-quarter ownership of Ishares Tr (ESMV) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 553 27.12
2024-09-30 $16k 553 28.93
2024-06-30 $15k 553 27.12
2024-03-31 $15k 553 27.12
2023-12-31 $18k 732 24.59

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Ishares Tr

BlackRock
Perigon Wealth Management
Alpine Bank Wealth Management
Financial Advisors
Old Mission Capital
Tower Research Capital
CWM
Jpmorgan Chase & Co
UBS Group
Morgan Stanley

View all funds holding Ishares Tr