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Ishares Tr shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $496k 12k 42.83
2023-12-31 $599k 14k 43.26

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
SigFig Wealth Management
Seeds Investor
IMPACTfolio
Jpmorgan Chase & Co
Advisor Group Holdings
Us Bancorp
Hanson McClain Advisors
One Wealth Advisors
Advisory Services Network
First Ascent Asset Management
Park Avenue Securities
Financial Connections Group
Atria Wealth Solutions
Perigon Wealth Management

View all funds holding Ishares Tr