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Ishares Tr shares owned by MinichMacGregor Wealth Management

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

Historical chart of MinichMacGregor Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 397k 22.15
2025-06-30 $8.7M 394k 21.98
2025-03-31 $8.6M 396k 21.72
2024-12-31 $8.0M 373k 21.36

More positions owned by MinichMacGregor Wealth Management

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Consum Discre (IYC)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Finls Etf (IYF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Expanded Tech (IGV)
Kratos Defense & Sec Solutio Com New (KTOS)
Vanguard World Industrial Etf (VIS)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Us Br Del Se Etf (IAI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for MinichMacGregor Wealth 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