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Ishares Tr cmn shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $320k 14k 22.57
2024-03-31 $344k 15k 22.77
2023-12-31 $382k 17k 23.04
2023-09-30 $778k 35k 22.04
2023-06-30 $1.5M 64k 22.90
2023-03-31 $1.6M 66k 23.38

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
FMR
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Hanson McClain Advisors
Morgan Stanley
Assetmark
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Peavine Capital Management
Morningstar Investment Management
Mutual Advisors

View all funds holding Ishares Tr cmn