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Ishares Tr factors us gro shares owned by Holistic Planning

Quarter-by-quarter ownership of Ishares Tr factors us gro (GARP) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ishares Tr factors us gro

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr factors us gro held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr factors us gro by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 25k 68.10

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Top funds holding Ishares Tr factors us gro

LPL Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
Landaas & Co
Envestnet Asset Management
Great Valley Advisor Group
Commonwealth Equity Services
Park National Corp
Mml Investors Services
Planned Solutions
Valley National Advisers
Arq Wealth Advisors
Stifel Financial
B&D White Capital Company
Advisor Group Holdings

View all funds holding Ishares Tr factors us gro