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Ishares Tr shares owned by Vision Retirement

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Vision Retirement from 13F filings

Historical chart of Vision Retirement investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Vision Retirement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $237k 8.0k 29.50
2025-12-31 $282k 9.4k 29.86

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Invesco Qqq MF Closed and MF Open (QQQ)
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Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
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Visa Common Stock (V)
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Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding Ishares Tr

Envestnet Asset Management
Jordan Park Group
Hennion & Walsh Asset Management
LPL Financial
Cetera Investment Advisers
Morgan Stanley
Mml Investors Services
Commonwealth Equity Services
Assetmark
Envestnet Portfolio Solutions
RiverFront Investment Group
Kelly Financial Services
Diversify Wealth Management
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr