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Ishares Tr shares owned by Balance Wealth

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 5.3k 43.50
2025-12-31 $216k 4.9k 43.91

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Select Sector Spdr Tr State Street Hea (XLV)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Global X Fds Artificial Etf (AIQ)
Select Sector Spdr Tr State Street Tec (XLK)
Wells Fargo & Company (WFC)

View all positions for Balance Wealth

Top funds holding Ishares Tr

BlackRock
IMPACTfolio
LPL Financial
Envestnet Asset Management
Thrivent Financial for Lutherans
Seeds Investor
Jones Financial Companies, L.L
Hanson McClain Advisors
Advisory Services Network
Bond & Devick Financial Network
Envestnet Portfolio Solutions
Perigon Wealth Management
Decker Retirement Planning
One Wealth Advisors
Citadel Advisors

View all funds holding Ishares Tr