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Ishares Tr shares owned by Executive Wealth Management

Quarter-by-quarter ownership of Ishares Tr (GOVZ) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $632k 64k 9.88
2024-09-30 $751k 64k 11.81

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Ishares Tr

Mirae Asset Global Investments
Wealth Enhancement Advisory Services
Strategies Wealth Advisors
Consolidated Planning Corp
Commonwealth Equity Services
Goldman Sachs Group
Jane Street
BlackRock
Cetera Investment Advisers
Hrt Financial
LPL Financial
Dentgroup
Jpmorgan Chase & Co
Beverly Hills Private Wealth
HighTower Advisors

View all funds holding Ishares Tr