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Ishares Tr shares owned by Nestegg Advisors

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

Historical chart of Nestegg Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 397k 22.15
2025-06-30 $9.2M 416k 21.98
2025-03-31 $8.1M 374k 21.72
2024-12-31 $6.2M 290k 21.48

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBMS)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Nestegg Advisors

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