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Ishares Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $463k 16k 29.10

More positions owned by WealthPlan Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ea Series Trust Buff Us Buff Etf (BFLB)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for WealthPlan Investment Management

Top funds holding Ishares Tr

Envestnet Asset Management
Jordan Park Group
Hennion & Walsh Asset Management
LPL Financial
Cetera Investment Advisers
Morgan Stanley
Bank of America Corporation
Mml Investors Services
RiverFront Investment Group
Envestnet Portfolio Solutions
Kelly Financial Services
Goss Wealth Management
Garde Capital
Advisor Group Holdings
Park Avenue Securities

View all funds holding Ishares Tr