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Ishares Tr shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 579k 11.81
2024-06-30 $6.3M 588k 10.76

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Ishares Tr

Consolidated Planning Corp
LPL Financial
Traphagen Investment Advisors
Strategies Wealth Advisors
Cerro Pacific Wealth Advisors
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
SpiderRock Advisors
Brown Advisory Holdings Incorporated
Royal Bank of Canada
Jane Street
Citadel Advisors
Bank of America Corporation
Cetera Investment Advisers

View all funds holding Ishares Tr