Davis Wealth Advisors »

Ishares Tr shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Davis 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $885k 28k 31.83

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Envestnet Portfolio Solutions
Park Avenue Securities
Lido Advisors
Cetera Investment Advisers
CWM
Mml Investors Services
Commonwealth Equity Services
Janney Montgomery Scott
Thrivent Financial for Lutherans
Assetmark
Royal Bank of Canada
Creative Planning
SageView Advisory Group

View all funds holding Ishares Tr