Advance Capital Management »

Ishares Tr shares owned by Advance Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Advance Capital Management from 13F filings

Historical chart of Advance Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Advance Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 13k 22.15
2025-06-30 $287k 13k 21.98
2025-03-31 $231k 11k 21.72

More positions owned by Advance Capital Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Ssga Active Tr Spdr Blackstone (HYBL)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)

View all positions for Advance Capital Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr