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Ishares Tr core intl aggr shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr core intl aggr by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 23k 50.04

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
TIAA Wealth Investment Management
WealthNavi
Nationwide Fund Advisors
Bnp Paribas Investment Partners
Bank of America Corporation
Morgan Stanley
Henderson Group
Mather Group
Envestnet Portfolio Solutions
Jones Financial Companies, L.L

View all funds holding Ishares Tr core intl aggr