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Ishares Tr shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $33M 1.5M 22.07
2024-06-30 $220k 10k 21.46

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Mercer Global Advisors
Capital Advisors
Wells Fargo & Company
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
UBS Group
Sigma Investment Counselors
Klingman & Associates
Summit Financial
Gratus Wealth Advisors
Sound View Wealth Advisors Group
Kathmere Capital Management

View all funds holding Ishares Tr